Average salary: $133,611 /yearly
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$90k - $130k
...building a reputation for excellence. For the last decade, we have intentionally operated as a family-owned, boutique firm with a private, locked client list. Now, we are entering an exciting new chapter of expansion. We are looking for a dedicated and experienced CPA to...Private clientWork at officeFlexible hoursStoner & Bouldin LLP
Austin, TX28 days ago$52.6k - $98k
...A leading insurance firm in New York is seeking a Private Client Advisor to provide exceptional client service and risk management expertise. In this role, you will engage with High Net Worth clients to deliver tailored insurance solutions and maintain strong relationships...Private clientNational African-American Insurance Association (NAAIA)
New York, NY2 days ago- ...A leading business insurance firm in Boston is seeking a Private Client Advisor to deliver personalized insurance solutions to high net worth clients. The role involves deep engagement with client exposures, negotiating comprehensive coverage options, and providing exceptional...Private client
NACBA
Boston, MA4 days ago - ...Ultra-High Net Worth Private Wealth Associate We are seeking entrepreneurial-minded individuals to join our Ultra-High Net Worth (... ...Nashville headquarters. UHNW Private Wealth Associates will work in client-facing roles supporting our most complex clients domestically &...Private clientWork at office
AllianceBernstein
Nashville, TN2 days ago - ...seeking a talented and enthusiastic individual to join our Tax Department as a Specialty Tax Intern within our Estate and Trust and Private Client Services teams. Our Estate and Trust team works with clients in administration of estates and trusts, including analysis of...Private clientInternshipWork at office
- ...Partner / Partner Group – Private Client Global Law Firm with a Boutique Feel | Multiple U.S. Locations Our client, a global law firm with a boutique feel , is seeking to add a Partner or Partner Group to its market-leading Private Client practice in the United...Private clientPrivate practiceWork at officeWorldwide3 days per week
Lighthouse Legal Search
Sunnyvale, CA3 days ago - ...Overview Sr. Associate, Client & Advisor Services role at Focus Financial Partners Location: Dallas, TX Position Summary... ...for many of the integral operating functions that support the Private Client Group. As a member of this group, the Senior Associate will...Private clientWork at office
Focus Financial Partners Inc.
Fort Worth, TX3 days ago - ...the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals... ...affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the workplace through...Private client
- ...Private Client Advisor- Agribusiness- Wealth Management Group Financial Services - Commercial Banking Sacramento, CA Exp 5-7 yrs Deg Bach Relo Bonus Job Description We will consider candidates who reside between the Fresno and Sacramento market...Private client
- Armanino Tax Professional At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be among the top 20 largest firms in the nation and one of the best places...Private clientWork from home
- ...Investment Services. Think you have what it takes? How You'll Contribute: Kaufman Rossin is seeking a Tax Senior Manager (HNW, Private Client, and Private Equity industry-specific) to help lead our brand new West Palm Beach office. This important role includes client...Private clientWork at office
- ...planning resource for high net worth and ultra high net worth clients. This role focuses on advanced estate, tax, and legacy planning... ...Collaboration Partner closely with Senior Wealth Strategists, Private Wealth Teams and Private Bankers to support client engagements...Private clientWork at office
$250k
...across Illinois with $50MM+ in revenue and a strong high net worth client base. Individual will be responsible for setting and... ...Retail Bank, Commercial Bank, Small Business, Wealth at Work and Private Bank to ensure that our clients receive the One Citi experience...Private clientFull timeCitigroup Inc
Chicago, IL13 hours ago- ...Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of... ...advising on the client's financial needs and the full array of Private Bank's capabilities, establishing and deepening relationships...Private clientShift workDay shift
Bank of America
Ponte Vedra Beach, FL13 hours ago - ...management firm Industry Investment Management Type Privately Held About the Role The Company is in search of a Senior... ...Advisor to join its well-established Ultra High Net Worth Private Client Division. The successful candidate will be responsible for...Private client
$52k - $62.4k
...advancement ~ Paid time off ~ Vision insurance Job Title: Client Intake & Growth Coordinator Company: Atlas Home Health... ...high-quality home caregiving and nursing services tailored to private clients and individuals with long-term disabilities in Napa, CA...Private clientFull timeWork at officeAtlas Home Health Inc
Napa, CA2 days ago$84.5k - $201k
...services. Join us at Crowe and embark on a career where you can help shape the future of our industry. Job Description As a Private Client Service Tax Manager involved in both compliance and consulting on a variety of projects, strong technical and communication...Private clientWork at office- ...Private Equity Fund Level Tax Principal Are you looking to join an entrepreneurial firm which is one of the fastest growing in the... ...to lead a practice, lead people and make a difference for your clients? If yes, consider joining Baker Tilly (BT) as a Tax Partner in...Private clientPrivate practiceLocal area
Baker Tilly
Los Angeles, CA4 days ago $20 per hour
...thoughtful, and passionate individuals committed to improving our clients' financial futures. At Fisher Investments, we take pride in... ...service to our internal business groups who serve our high-net-worth private clients Work to schedule conversations between our clients...Private clientPart timeWork at officeFisher Investments
Camas, WA21 hours ago- ...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...Private clientWork at officeRemote workWork from homeFlexible hours
$90 - $120 per hour
...FSO Seasonal Tax Private Tax Manager - Remote At EY, were all in to shape your future with confidence. Well help you succeed in a... ...a critical time, leveraging your expertise to help support our clients. In return, you can expect the support of some of the most engaging...Private clientHourly paySeasonal workRemote workFlexible hours$155k - $200k
...responsible for providing tax and consulting services to business clients with pass through entities and to their business owners. Job... ...of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience...Private clientWork at office- ...A leading investment bank in Grosse Pointe Farms is seeking a Client Service Associate for its Private Client Division. The role involves servicing clients, managing meetings, and performing project-oriented tasks, requiring proactive mindset and confidentiality. A successful...Private client
Oppenheimer & Co.
Grosse Pointe, MI2 days ago - ...Supervisor - Private Client Services Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise...Private client
$140k - $180k
...Tax Manager, Private Client Group Title: Tax Manager, Private Client Group Department: Private Client Group Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) About the Company: Anchin is a New...Private clientFull timeLocal area- ...the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) team. We are seeking someone who thrives in a growing environment and providing clients with exceptional...Private clientTemporary workLocal area
$72.5k - $123.5k
...Private Client Advisor Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there...Private clientFull time$115k - $142k
...Tax Supervisor, Private Client Group Title: Tax Supervisor, Private Client Group Department: Tax, Private Client Group Supervises: Seniors Role Type: Full-time Location: New York, NY, Uniondale, NY, Palm Beach Gardens, FL, or Boca Raton, FL (Hybrid) About...Private clientFull timePrivate practiceWork at officeLocal area$225k - $250k
...assets under management include investment vehicles focused on private equity, real estate, public debt and equity, infrastructure, life... ...family offices and UHNWIs in the region. Lead and manage client relationships, acting as the main point of contact for key stakeholders...Private clientWork at officeLocal areaFlexible hoursBlackstone Restaurant
Miami, FL1 day ago$105k - $250k
...Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a...Private clientTemporary workLocal areaFlexible hoursCitizens
Brooklyn, NY1 hour agonew
