Average salary: $151,833 /yearly
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...comprehensive financial plans. Uses subject matter expertise to assist in the development and delivery of customized plans for high-net-worth clients and businesses. Must bring income tax knowledge, financial planning acumen, and strong communication skills.
Primary...
High net worth
Flexible hours
...businesses to identity planning opportunities.
Partner with other highly-credentialed professionals on the team and NM advisors to... ...complex information in an understandable way
Experience in high-net-worth individuals
Familiarity with income tax planning software...
High net worth
Local area
Remote job
Flexible hours
...members that strive to maintain the culture of a boutique firm and specialize in working with:
Mid to Upper Level Executives
High Net Worth Individuals
The focus of this proactive practice is to provide highly accurate and thoughtful annual tax compliance. More...
High net worth
...place commercial insurance coverages. We are seeking experienced high new worth Personal Line Producer/Brokers for your area location. We are... ...program.
Utilize your expertise and relationships for high net worth clients
Market new and renewal business in...
High net worth
...service to our growing book of HNW personal insurance clients across the country. Must have property and casualty insurance AND high net worth account experience as this book of business is very affluent, complex, and sophisticated. Must have experience in working with...
High net worth
Remote job
Relocation
Flexible hours
Shift work
Monday to Friday
...TAX MANAGER- HIGH-NET-WORTH
Location: Colorado Springs, CO or Denver, CO
Compensation: $98,000-$127,400
Who We Are:
Stockman Kast Ryan + Co is a well-established CPA firm based in Colorado Springs. We are rapidly growing and expanding into the Denver market...
High net worth
Holiday work
Full time
Temporary work
Immediate start
Night shift
...include Business, Individual, State & Local tax, R&D Tax Credit, as well as International and Private Client services.
As a High Net Worth Tax Supervisor based out of our Washington, D.C. office, you'll work alongside an integrated team of seasoned, well-known CPAs...
High net worth
Local area
...financial well-being.
The Internal Wholesaler is an integral part of Park Avenue Securities (PAS). Reporting to the Senior High Net Worth Consultant, this person will be responsible for growing sales of Park Avenue Securities High Net Worth solutions by supporting...
High net worth
Holiday work
Full time
Work experience placement
Remote job
Home office
Flexible hours
...preferred.
Graduate degree preferred.
2+ years public accounting experience with a Certified Public Accounting firm serving high net worth families or Family Office Services experience desirable.
Job Responsibilities:
Complete work papers, tax projections, and...
High net worth
Flexible hours
Overview:
Grow With Us! At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious...
High net worth
Temporary work
Local area
Remote job
...Description
Job Description The Plexus Groupe is looking for candidates who dream big. We currently have an opening for a High Net Worth Business Development role in our Chicago/Deer Park, IL, or Dallas, TX locations.
Do you enjoy strategizing with clients on best...
High net worth
...each other grow in every aspect of life.
Job Details:
Frazier & Deeter is currently seeking a Tax Manager to focus on our High Net Worth clients. The HNW Tax Manager will work closely with partners, as well as staff and clients and will be responsible for planning...
High net worth
Remote job
...difference.
Summary:
Leads a team of CPAs responsible for delivering complex tax planning and tax minimization strategies to NM's high net worth clients; directs all phases of team's operations; contributes to development and drives execution of tax planning strategy....
High net worth
Work experience placement
...Job Description
Job Description Tax Director - High Net Worth
Tax Director Qualifications
~9+ years of relative experience
~ High-Net-Worth, Trusts and Estates and/or International
~ Offers interesting and complex clients, a deep team of professionals to...
High net worth
Position Summary:
Analyze financial information and prepare financial reports to determine or maintain record of assets, liabilities, profit and loss, tax liability, or other financial activities within an organization. May supervise and/or train Internal Accountants...
High net worth
...you looking to join an entrepreneurial firm which is one of the fastest growing in the US - one where you will be the "go to" high net worth tax expert? Are you inspired to lead a practice, lead people and make a difference for your clients? If yes, consider joining Baker...
High net worth
Private practice
Local area
Worldwide
...analytical skills;
Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and
Proficient use of technology including MS Excel.
Applicants must be currently authorized to work...
High net worth
Full time
Work experience placement
Internship
Private practice
Local area
$85k - $120k
Kforce has a client that is seeking to hire Tax Seniors - High Net Worth in New York City, New York (NY).
Summary:
Our client, a New York based very successful Tax Boutique firm is seeking an ambitious Tax professional with complex Individual Tax compliance experience...
High net worth
...Job Description
Job Description A High Net Worth Insurance Advisor is a specialized insurance professional who focuses on providing tailored insurance solutions to individuals with substantial assets and unique insurance needs. These advisors work closely with high...
High net worth
...Job Description
Job Description Travel Manager
Ultra High Net Worth Family
Are you looking for an exciting opportunity to take your career in business travel management to the next level? Look no further! Our Company is seeking an Ultra High Net Worth Family...
High net worth
Contract work
