Average salary: $165,000 /yearly
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- ...opportunity for an intelligent, positive, and responsible person with high initiative, strong communication skills, meticulous attention... ..., and Client Service Associates to manage and service a high-net worth client base. You are the hub of all activities in the firm!...High net worthWork at officeWork from home
Destination Wealth Management
Walnut Creek, CA17 days ago - ...Job Description Job Description Description: About the Company PCS is one of the largest high net worth managing general underwriters in the market today. With a sole focus on families with $5m or more in assets, PCS provides complex insurance policies for individuals...High net worthWork at officeRemote work
Private Client Select Insurance Services LLC
Saint Petersburg, FL16 days ago - A leading insurance management firm is seeking a Strategic Relationship Manager to expand their presence in the high-net-worth market. This position focuses on driving new business and managing client relationships while delivering premium advisory services. Candidates...High net worthRemote jobWork at office
- ...years of experience in trusts and estates to join our West Hartford, CT office. Ideal candidates will have a strong background in high net worth trust and estate planning. The firm offers a hybrid work environment, allowing attorneys to work remotely twice a week...High net worthWork at officeRemote work
$140k
...Responsibilities Handle sophisticated trusts and estates and private client matters from inception through completion Advise high-net-worth individuals and families on estate planning, wealth transfer, and related matters Draft and review estate planning documents...High net worthRemote workFlexible hoursDirect Counsel
Pasadena, CA5 days ago- ...specialized focus in Estate, Gift & Trust taxation to join their growing Private Wealth practice. This is a high-impact, client-facing role working with high-net-worth individuals, families, and closely held entities—providing both compliance and strategic advisory across...High net worthPrivate practiceWork at officeRemote workFlexible hours
Solid Rock Recruiting LLC
Walnut Creek, CAa month ago $130k - $160k
...returns, gift and estate tax returns. The firm’s clients include entrepreneurs, corporate leaders, professional investors, and high net worth families. The firm’s partners started out at some of the largest accounting firms and investment banks in the country and the firm...High net worthWork at officeRemote workComplete Staffing Solutions
Wellesley, MA8 days ago$100k - $150k
...Job Description Job Description Seeking : Personal Lines High Net Worth Account Executive Schedule : Fully Remote Salary : $100K - $150K Independent Retail Insurance Agency is seeking a dynamic and experienced High Net Worth Personal Insurance...High net worthRemote jobBing Recruitment
Glen Rock, NJ5 days ago- ...Services team. This role entails supervising a dynamic team, ensuring tax compliance, and delivering proactive insights for ultra-high net worth individuals. The ideal candidate must have a Bachelor’s Degree in Accounting, a minimum of 10 years of progressive tax...High net worthRemote job
- LHH is seeking a Trust & Estate Associate for a prestigious AmLaw NYC firm. This role involves advising ultra-high-net-worth individuals and families on trusts and estates planning, along with drafting tailored estate plans. You will work in a collaborative environment...High net worthWork at officeRemote workFlexible hours
$110k - $250k
...firm based in Chicago is seeking a Tax Manager with at least 5 years of experience in Public Accounting and specific expertise in High Net Worth individuals. The role offers a fully remote option, flexible working hours, and a competitive salary ranging from $110,000 to $...High net worthRemote jobFlexible hours$70k - $90k
...and managing personal lines insurance products including homeowners and auto insurance. Ideal candidates will have experience in high-net-worth account management and significant knowledge of the New York market. Remote options are available for highly qualified...High net worthRemote work$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 job- ...Client Services. The role involves managing tax engagements, developing strategic tax solutions, and collaborating closely with high-net-worth individuals and family offices. Ideal candidates have over 5 years of public accounting experience and hold a CPA or Enrolled...High net worthWork at officeRemote workFlexible hours
- ...Global Private Client Services team. Responsibilities are, but not limited to: Serve as the lead tax advisor to ultra-high net worth and high net worth clients and their privately capitalized enterprises, including family offices, trusts, privately held...High net worthRemote work
Citrin Cooperman Advisors LLC
United States1 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. Responsibilities...High net worthRemote job
- A leading insurance firm is looking for an Account Manager for Private Client Personal Lines to support High-Net-Worth clients. Responsibilities include assisting account executives with day-to-day service, preparing proposals, and maintaining accurate records. The ideal...High net worthRemote job
- ...firm is seeking a Tax Director to join its Private Client Services practice. This is a senior leadership role focused on serving high-net-worth individuals and their closely held businesses, with responsibility for managing complex engagements, driving cross-firm...High net worthPrivate practiceLocal areaWork from home
ATR
San Jose, CA21 days ago - ...and build genuine client relationships. The ideal candidate will have over 5 years of experience in tax, particularly serving high-net-worth individuals, and a Bachelor's degree in Accounting is required. Join a fast-growing firm that values your input and offers an entrepreneurial...High net worthRemote job
- ...their team in Providence. The ideal candidate will have a minimum of 4 years of experience in international estate planning for high-net-worth clients, focusing on cross-border tax planning. This role involves advising U.S. and non-U.S. taxpayers, planning for foreign...High net worthRemote jobOverseas
- 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 worthRemote jobWork at office
$90k - $120k
...building relationships, handling billing, and achieving revenue growth metrics. Candidates must have 5-10 years of experience in high net-worth insurance and a Property and Casualty Broker's License. Aon offers a comprehensive benefits package and values an inclusive...High net worthRemote job- ...experience. Your expertise will shine as you manage complex accounts and work with carriers to negotiate terms. We value experience in High Net Worth coverage and a strong understanding of the insurance landscape. A competitive salary and various benefits are offered. #J-1880...High net worthFull timeRemote work
$130k - $173k
...Trust expertise to join its growing Private Client / Private Wealth practice. This is a high-impact opportunity for a tax professional who enjoys advising high-net-worth individuals, families, trusts, estates, and closely held entities , while also serving as a...High net worthPrivate practiceWork at officeRemote workFlexible hoursSolid Rock Recruiting LLC
Walnut Creek, CA8 days ago- ...office in Boca Raton, FL. The ideal candidate will have a minimum of 4 years of experience in international estate planning for high-net-worth individuals and companies, with a focus on cross-border tax planning and compliance. Duties Advise U.S. and non-U.S. taxpayers...High net worthWork at officeRemote workOverseas
- AON PLC is seeking a Private Client Account Executive to manage high-net worth personal insurance accounts. This virtual position is primarily for candidates on the East Coast. The role requires building strong client relationships and delivering effective insurance solutions...High net worthRemote job
- ...CT office (we also have an open position for our Stamford, CT office). Ideal candidates will have demonstrated experience in high net worth trust and estate planning and administration, including knowledge of relevant state and federal tax laws. Experience with succession...High net worthWork at officeRemote workFlexible hours2 days per week
$142k
...other position will be in New York City. The ideal candidates will have extensive experience in providing tax services to high-net-worth individuals, trusts, private foundations, estates, and family investment partnerships. The Tax Supervisors will play a key role...High net worthWork at officeLocal areaRemote workPhaxis
United States4 days ago- ...pay well and offer all the usual benefits. Open Positions Other Partners Partner with Us in Mitigation and Home Resiliency for High-Net-Worth Clients Are you a professional vendor specializing in mitigation and home resiliency services with a strong track record of...High net worthWork from home
- ...Familiarity with retirement income planning and distribution strategies Experience working with business owners, executives, and high-net-worth clients What We Offer Competitive compensation with performance-based incentives Clear succession pathway with defined...High net worthWork at officeLocal areaRemote work
Retirement Planning & Wealth Management
Lake Jackson, TX4 days ago
