Average salary: $165,000 /yearly
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- ...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, MA3 days ago $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$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, MA3 days ago$66k - $123.1k
...following qualifications, we'd love to hear from you: At least 5 years of personal lines insurance experience, especially with High Net Worth clients. Current Property & Casualty (P&C) License. A client-oriented mindset balanced with effective expectation...High net worthLocal areaRemote workFlexible hoursMarsh LLC
Nashville, TN3 days ago- ...industry regulations. Your Qualifications: If you have a proven track record in personal lines insurance, particularly with High Net Worth clientele, we’d love to connect. Ideal candidates will possess: A minimum of 5 years of experience in personal lines...High net worthLocal areaFlexible hours
Marsh LLC
Atlanta, GA5 days ago $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 worthFull timeLocal areaRemote workAfternoon shiftTiffany & Co.
San Francisco, CA2 days ago- ...Office Suite (Word, Excel & PowerPoint). Strong written and verbal communication skills; demonstrated ability to interact with High Net Worth clients; team player; ability to manage fast-paced, high volume workload. Benefits / Why Join Us: Morgan Lewis offers...High net worthRemote workFlexible hours
Philadelphia Staffing
Philadelphia, PA2 days ago $81.27k - $151.62k
...qualifications, we would love to meet you: ~ Yacht insurance experience is a must ~ Experience in personal lines insurance with High-Net-Worth clients ~ A Property & Casualty (P&C) License ~ Client service orientation with a balanced approach to managing...High net worthLocal areaRemote workMarsh LLC
Miami, FL4 days ago$90 - $120 per hour
...owned companies. One thing they all have in common is they are high growth private companies. As many companies choose to no longer... ...reviewing complex individual tax returns, income tax planning of high-net-worth individuals and families, partnership tax compliance, or S Corp...High net worthHourly paySeasonal workRemote workFlexible hours$90 - $120 per hour
...owned companies. One thing they all have in common is they are high growth private companies. As many companies choose to no longer... ...reviewing complex individual tax returns, income tax planning of high-net-worth individuals and families, partnership tax compliance, or S Corp...High net worthHourly paySeasonal workRemote workFlexible hours- ...years of directly related business development/client service experience. ~ Successful Sales and Risk Consultant experience with high net worth clients essential. ~ P&C licensed and personal lines insurance experience necessary. These additional qualifications are...High net worthContract workLocal areaFlexible hoursNight shift
$140k - $175k
...confidence. Willow Wealth is hiring a Client Consultant for our Private Client Group (PCG). The PCG team is focused on supporting high net worth individuals and corporate executives interested in investment opportunities offered on Willow Wealth. You will be responsible...High net worthTemporary workRemote workYieldStreet
United States2 days ago$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... ...review 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- ...Talent Solutions is hiring a Senior Tax Manager on behalf of a highly respected public accounting firm in the Greater Boston area.... ...background in public accounting and a passion for advising high-net-worth individuals, private clients, and closely held entities. This is...High net worthFull timeWork at officeLocal areaRemote workRelocation packageFlexible hours
ABGi USA
Boston, MA3 days ago - ...These additional qualifications are a plus, but not required to apply: Advanced degree Previous experience working in high net worth. Certification or designation Experience with Requests for Proposal We know there are excellent candidates who might...High net worthWork at officeLocal areaWork from homeNight shift
Marsh & McLennan
Winston Salem, NC4 days ago - ...divh2Associate Product Manager High Net Worth Solutions Partnerships/h2pHybrid, typically expected to work in an Edward Jones Home Office location three days a week/ppOnsite, typically expected to work in a home office location five days a week/ppTempe, AZ; Saint Louis...High net worthWork from homeHome office3 days per week
Edward Jones
Tempe, AZ2 days ago $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$90 - $120 per hour
...owned companies. One thing they all have in common is they are high growth private companies. As many companies choose to no longer... ...reviewing complex individual tax returns, income tax planning of high-net-worth individuals and families, partnership tax compliance, or S Corp...High net worthHourly paySeasonal workRemote workFlexible hours- ...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 with complex needs. Private Client Select...High net worthWork at officeRemote work
Private Client Select
Schaumburg, IL2 hours ago $81.27k - $151.62k
...track record includes these skills: Yacht insurance experience required Personal lines insurance experience with High-Net-Worth clientele ~ Property & Casualty (P&C) License ~ Client service orientation with balance on managing expectations...High net worthMinimum wageContract workWork at officeLocal areaRemote workNight shiftMarsh LLC
Charlotte, NC3 days ago$81.27k - $151.62k
...track record includes these skills: Yacht insurance experience required Personal lines insurance experience with High-Net-Worth clientele ~ Property & Casualty (P&C) License ~ Client service orientation with balance on managing expectations. ~...High net worthMinimum wageContract workWork at officeLocal areaRemote workNight shiftMarsh & McLennan Companies
United States2 days ago- ...Director to lead its modern tax practice. This role involves building a strategic practice, providing comprehensive tax planning for high-net-worth clients, and managing tax compliance processes. Ideal candidates will have over 10 years of experience, a CPA certification,...High net worthFull timeRemote work
Compound
Boston, MA3 days ago $175k - $200k
...Tax Director to build a modern tax practice. This role requires managing compliance and delivering holistic tax strategies to high-net-worth clients. The ideal candidate will have over 10 years of tax experience, a CPA license, and a strong background in equity compensation...High net worthFull timeRemote workCompound
Washington DC3 days ago- ...financial services company is seeking an Investment Consultant to develop relationships with Independent Financial Advisors and high-net-worth clients. The ideal candidate will have a Bachelor's Degree and a minimum of 5 years of relevant experience, including client...High net worthFull timeRemote work
City National Bank
San Francisco, CA3 days ago $80k - $200k
...World, you will have access to resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human capital and payroll outsourcing, and retirement financial services....High net worthBase plus commissionFull timeImmediate startRemote workWorld Insurance Associates LLC
Boston, MA3 days ago$90k - $115k
...Position Summary SCS Financial is seeking a highly motivated and detail-oriented Senior Associate, Client Advisor to join our growing... ...in delivering comprehensive financial guidance to ultra-high-net-worth individuals and families. The Senior Associate plays a critical...High net worthWork at officeRemote work2 days per weekSCS Financial
Los Angeles, CA2 days ago$175k - $200k
...San Francisco is seeking a Director to lead their tax practice. The candidate will develop holistic tax planning strategies for high-net worth clients and manage relationships with CPA firms. The ideal candidate has over 10 years of experience in tax, is a licensed CPA,...High net worthFull timeRemote workCompound
San Francisco, CA3 days ago- ...A leading non-profit organization is seeking a Senior Manager to cultivate high-net-worth donations in the Bay Area. The role requires managing a major giving portfolio and engaging with influential tech community members. Candidates must excel at building relationships...High net worthFull timeRemote work
GiveDirectly
San Francisco, CA3 days ago $140k - $350k
...Proven experience in portfolio construction and asset allocation, with knowledge and understanding of private clients and ultra-high/high-net-worth individual client needs Managing and/or advising on multi-asset class portfolios for clients across traditional and...High net worthTemporary workWork at officeWork from homeWorldwideDeutsche Bank
San Francisco, CA2 days ago- ...High Net Worth Account Manager Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of the industry’s brightest talent drive our efforts to deliver...High net worthWork at officeLocal areaFlexible hoursNight shift
Marsh LLC
Palm Beach Gardens, FL4 days ago
