Average salary: $165,000 /yearly
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- 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
- ...important;}"] At least three (3) years of personal lines insurance account management experience including work with affluent, high net worth policies. Active state insurance license. [/vc_column_text][/vc_column][/vc_row] Tagged as: account manager, affluent...High net worth
Capstone Search Group Inc
Birmingham, AL12 hours agonew - ...insurance agency in Massachusetts is seeking an experienced Private Client Account Executive. The role involves managing a portfolio of high-value personal insurance clients, requiring an active Property & Casualty license and at least 5 years of relevant experience. Key...High net worthWork from homeFlexible 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$110k - $250k
...to $250,000 per year. The firm values work/life balance and offers 3 weeks of PTO, winter break, and a great company culture. Candidates should have experience with high net worth clients and the ability to manage client relationships effectively. #J-18808-Ljbffr JobotHigh net worthRemote jobFlexible hours- 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
$90 - $120 per hour
...Seasonal Tax Manager for remote work within the United States. In this role, you will focus on high-growth private companies, handling complex tax returns and compliance for high-net-worth individuals. Applicants need a valid CPA license and at least 4 years of tax experience,...High net worthRemote jobHourly paySeasonal work$90 - $120 per hour
...services firm is seeking a Seasonal Tax Manager for Private Client Services. The role focuses on tax planning and compliance for high-net-worth individuals and private companies. You’ll work remotely from the U.S. and have the opportunity to handle complex tax returns...High net worthRemote jobHourly paySeasonal work- ...We are seeking a seasoned hybrid remote CA Personal Lines High Net Worth professional with entertainment/business manager experience. This role is fully remote. The role requires EPIC, entertainment clients and business manager firm experience. Your Impact:...High net worthRemote work
The Demarco Group
Beverly Hills, CA3 days ago - ...and supportive people, willing to listen to your ideas. Job Responsibilities Preparation of 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 returns...High net worthWork from home
$90 - $120 per hour
A leading professional services firm is seeking a Seasonal Tax Manager to support high-net-worth clients in a remote capacity. The role involves reviewing complex tax returns, planning income tax, and ensuring compliance for partnerships and S-Corps. Candidates should...High net worthRemote jobHourly paySeasonal workFlexible hours$90 - $120 per hour
...seeking a Seasonal Tax Manager for its Private Client Services. This remote position requires expertise in income tax planning for high-net-worth individuals, reviewing complex tax returns, and ensuring compliance for partnerships. Candidates must hold a valid CPA license...High net worthRemote jobHourly paySeasonal work- A leading global consulting firm is seeking a Seasonal Tax Manager to support high-net-worth private clients. This remote role involves reviewing complex tax returns and income tax planning. Candidates must hold a valid CPA license and possess a bachelor's in Accounting...High net worthRemote jobHourly paySeasonal work
- ...schedule of 3 days in the office, 2 days remote for all paralegals. Experience in preparing estate and gift tax returns, working with high net worth families, knowledge in Litify and Westlaw Firm Builder a plus. Responsibilities Probate and Trust Administration...High net worthFull timeWork at officeRemote work
- A leading professional services firm is seeking a US Seasonal Tax-Private Tax-Manager to support high-net-worth clients with tax compliance and planning. This remote role requires a CPA license, a bachelor's degree in a related field, and a minimum of 4 years of relevant...High net worthRemote jobHourly paySeasonal work
$90k - $110k
...The HNW Account Executive will manage a premier book of personal lines business, serving as the primary point of contact for high-net-worth individuals and family offices. You will be responsible for the full lifecycle of the account—from sophisticated risk assessment...High net worthRemote workThe Agency
New York, NY3 days ago$160k - $220k
...develop recommendations, and provide proactive advice based on your knowledge of tax law, particularly within the private wealth and high-net worth realm. We are seeking an individual who is curious, self-motivated, and a team player with the following qualifications:...High net worthWork experience placementRemote work- ...all the usual benefits. Open Positions Loading job board... 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
- ...Suite These additional qualifications are a plus, but not required to apply: Advanced degree Experience working with high net-worth accounts. Certification or designation Experience with Requests for Proposal We know there are excellent candidates...High net worthWork at officeLocal areaWork from homeNight shift
Marsh & McLennan Agency
Nashville, TN3 days ago - ...Competitive base + overtime pay + annual bonus About the Opportunity A highly respected boutique CPA firm headquartered in Denver is seeking... .... The ideal candidate will have deep experience in high-net-worth individual, trust, and estate taxation , along with a hands-on...High net worthFull timeRemote work
- Overview Title: Personal Lines Insurance Account Executive, High-Net-Worth Location: Miami, FL (REMOTE - must live in FLORIDA) Our client, an established Top 50 P&C insurance broker is seeking to bolster their Private Client/High-Net-Worth division by adding an experienced...High net worthLive inWork at officeRemote work
- ...Angeles, and Toronto. This role will focus on driving the growth of the business by brokering Executive Jet charter flights to high-net-worth individuals and companies. As a hybrid position, you’ll enjoy a flexible work environment, with regular office time in Miami and...High net worthContract workWork at officeImmediate startWork from homeFlexible hours
$175k - $200k
...Estate Litigation Department in our New York, NY office. Key Responsibilities: Independently manage caseload of complex and high-net-worth trust and estate litigation matters, including court appearances, motion practice, depositions, settlement negotiations/mediations...High net worthWork at officeRemote workFlexible hours$110k - $250k
...break & Holidays! Great Company Culture Flexible Hours Large net but regional focus = growth opportunity but smaller company-... ...of experience in Public Accounting, 1+ year as a Tax Manager High Net Worth experience CPA Interested in hearing more? Easy Apply now by...High net worthRemote workFlexible hours$10k
...Investment Counselor Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices...High net worthWork experience placementWork at officeWork from home- The Private Bank is the world’s premier service provider for ultra and high net worth individuals. Our goal is to help these affluent individuals across the globe optimize their wealth, after taxes and across generations. Wealth Management Operations provides end-to-end...High net worth
$260k - $365k
...The ideal candidate will have 3-5 years of Tax experience. In this role, candidates will work closely with global businesses and high-net-worth individuals across all industries on their most important and complex international tax matters. This includes counseling...High net worthPrivate practiceWork at officeImmediate startRemote work- ...Trust Advisor II The Trust Advisor II, as part of Huntington's Private Client Group (PCG) assesses and profiles the high net worth customer's total financial needs and introduces product specialists to obtain cross-sell opportunities. Duties and Responsibilities...High net worthWork at officeRemote workWork from homeFlexible hours
$10k
...International Investment Counselor Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an International Investment Counselor to service a roster of high-net-worth clients. Since 2009, Fisher Investments...High net worthWork experience placementWork at officeWork from home$90 - $120 per hour
...opportunity to enhance or refine your skills within one of our high performing tax teams. Private Tax is a growing practice within... ...of complex tax returns Knowledge/experience in handling High Net Worth and Individual Tax Returns, or complex partnership compliance...High net worthHourly paySeasonal workRemote workFlexible hours
