Average salary: $133,611 /yearly
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- ...Rockefeller Capital Management is seeking a Client Associate-Analyst to join its Private Advisor team within the Rockefeller Global Family Office. You will work directly with high-net-worth clients, ensuring thorough, detail-oriented service and effective coordination...Private clientWork at office
Rockefeller Financial
Chicago, IL3 days ago $175k - $250k
...salary plus bonus About the Senior Wealth Advisor Role Our client is an established and rapidly growing Registered Investment... ...Advisor ~8+ years of relevant experience in wealth management, private wealth, or financial advisory services ~ Demonstrated...Private clientRight Executive Search, LLC
Fairfield, Essex County, NJ3 days ago$140k - $180k
Our client is a public accounting firm. They seek a Tax Manager, Private Client Group, to join their Manhattan, NY office.ResponsibilitiesCultivate and maintain strong relationships with high-net-worth clientsExamine complex tax filings for individuals, trusts, family...Private clientWork at officeLocal areaRemote workAbacus Group
Albany, NY5 days ago- ...Alliant Insurance Services seeks an experienced Private Client Services professional to manage broker-assigned accounts and serve a high net-worth clientele. You will oversee servicing activities, pursue new business leads, renewals, and cross-sell opportunities while...Private client
Alliant Insurance Services
New York, NY13 hours ago - ...within global financial markets. With a competitive coverage of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund... ...focus on advising high-net-worth and ultra-high-net-worth U.S. clients on international investment solutions, helping clients diversify...Private clientFull time
Redstone Search Group
Miami, FL4 days ago - ...Tax Partner – PCS / Private Client Services Level: Partner Practice: Private Client Services (PCS) / Tax A leading national CPA and advisory firm is looking to add an experienced Tax Partner to its growing Private Client Services practice. This is a senior...Private clientFull timePrivate practice
Taurus Search
Washington DC4 days ago $200k
Our client is a public accounting firm. They seek a Director- Private Client Group to join their Manhattan, NY office.ResponsibilitiesAct as a primary advisor to high-net-worth clients, delivering thoughtful tax planning and compliance solutions across individual, trust...Private clientWork at officeRemote workAbacus Group
New York, NY4 days ago$120k - $140k
...and respected law practice in Southwest Florida. This is a great opportunity for an attorney looking to handle sophisticated private-client matters while building meaningful, long-term relationships with clients. Why Consider This Role? Sophisticated estate...Private clientLaw Firms
Naples, FL3 days ago- ...automobiles, watercraft, fine arts, jewelry, and related exposures• New and renewal business responsibilities• Access to premier Private Client carriers including Chubb, PURE, Cincinnati, and similar marketsQualificationsQualified candidates will possess 7-10+ years of...Private client
Hollinger
New York, NY4 days ago - Our client, a leading professional services firm, is looking for a Tax Partner to join their team. They offer a generous compensation... ...lives, focusing on what is most important to each person.As a Private Client Services Tax Partner, you will: Provide detailed review...Private client
Management Recruiters of Raleigh
Raleigh, NC2 days ago $170k - $190k
...Associate (NYC) Offit Kurman is seeking an Estates and Trusts Attorney to join our New York City office to support our expanding private client services practice. This is an excellent opportunity for a mid-level attorney looking for a collaborative, entrepreneurial...Private clientPrivate practiceWork at officeOffit Kurman
New York, NY1 day ago- ...Private Client Services – Director / Partner Start Date: Post–Tax Season 2026 (Flexible) A top-ranking CPA firm is seeking a Director or Partner to join its rapidly growing Private Client Services (PCS) practice. The firm is strategically expanding their leadership...Private clientFull timePrivate practiceFlexible hours
Search Masters, Inc.
New York, NY2 days ago $130k - $200k
...Tax Manager – Private Client / High-Net-Worth Location: Phoenix, AZ (Hybrid Onsite) Compensation: $130K–$200K+ Base + Bonus + Profit Sharing (commensurate with experience) Shape Complex Wealth Strategies in a Quality-Driven Environmen t We’re partnering...Private clientWork at officeTier4 Group
Phoenix, AZ7 hours ago- ...compliance and planning, offering the opportunity to work closely with clients and their broader advisory teams in a highly collaborative... ...of relevant tax experience within Big Four, public accounting, private client services, wealth management, or a family office...Private clientFull timeWork at officeLocal area
JCW Group
New York, NY4 days ago - ...Now Hiring: Wealth Advisor – High Net-Worth Clients San Diego | Base Salary + Commission Ongoing Expansion | Global Wealth Management... ...a high-caliber Wealth Advisor to its growing High Net-Worth Private Client practice in San Diego. This is an exceptional opportunity...Private clientFull timePrivate practiceWork at officeImmediate start
Talent Focus Executive Search and Consulting
San Diego, CA1 day ago - ...This is an exciting opportunity for an experienced Private Client Associate to join a highly regarded US law firm in Boston, working as part of an established and sophisticated Private Client practice. Our client is seeking an experienced Trusts & Estates attorney to...Private clientPrivate practice
William James Recruitment
Boston, MA1 day ago $90k - $120k
...Senior Client Service Associate Multi-Billion Independent Wealth Management Firm Ellicott City/Columbia area, MD (In-office)... ...Highlights Serve as a primary lead for client onboarding and private wealth client services Provide an excellent client experience...Private clientWork at officeGemHarvest Executive Recruiting
Baltimore, MD3 days ago- ...Our client is seeking an experienced Tax Partner to join its Private Client Services (PCS) practice in Richmond, Virginia. This is a high-impact leadership opportunity for a senior tax professional with a strong track record of serving high-net-worth individuals, closely...Private clientFull timeFor contractorsPrivate practice
CMB Staffing Solutions
Richmond, VA7 hours ago $85k - $135k
...advisory and compliance services. You will work directly with clients, collaborate with senior partners, and contribute to the firm’s... ...Experience serving high‑net‑worth individuals, family offices, or private clients. Ability to supervise, mentor, and train junior...Private clientTalently
Oakbrook Terrace, IL2 days ago- ...NOW HIRING: HIGH NET WORTH TAX MANAGER / SENIOR MANAGER A leading CPA firm is expanding its Private Client / High Net Worth Tax practice and seeking a Tax Manager or Senior Manager to join its team. Why Consider This Firm? Recognized as a Best Place...Private clientImmediate start
Search Masters
Whippany, NJ1 day ago $55k - $75k
...Account Manager to join a team. This role requires exceptional client relationship management skills, a commitment to delivering concierge... ...programs and carriers (e.g., PURE, Chubb, Cincinnati, AIG Private Client, Berkley One). Active Property & Casualty license is...Private clientThe Jonus Group
Linwood, NJ1 day ago$285k - $395k
Private Client Services Associate or Counsel AttorneyLocation: Philadelphia, PAHYBRID work environment availableOur client, a prominent AmLaw 100 firm, is seeking a talented Associate Attorney to join its Private Client Services Practice Group in New York City. This is...Private clientPrivate practiceWork at officeAffinity Executive Search
Philadelphia, PA4 days ago- ...partnerships. This role is critical to scaling revenue, increasing client loyalty, and expanding our audience through high-impact... ...dynamic relationship-builder with deep experience with luxury, private banking, high-end travel. You’ll drive partnership strategy end...Private clientFull time
Confidential
United States2 days ago - ...offices in Brazil, Chile, Mexico and Panama, Safra National is a leading private bank with a devoted team of relationship managers serving many sophisticated U.S. and international high net worth clients, with focus on Latin America. Job Description Candidate...Private clientFull timeWork at office
Safra National Bank
New York, NY2 days ago - ...Responsibilities In this position, you will assume full responsibility for client engagements from initial planning to final delivery, overseeing... ...tax returns for high-net-worth individuals, trusts, and private entities. Your role will involve direct collaboration with...Private clientWork at office
77 consultants
Charlotte, NC5 days ago $125k - $160k
...in Accounting, Finance or other relevant discipline ~5+ years of tax experience in public accounting ~ CPA ~ Expertise in private client management; particularly estate, gift & trust tax ~ UHNW & investment partnership experience A bit about us: Full...Private clientLeoforce
Chicago, IL5 days ago- ...from relationship-intensive fields such as wealth management, private banking, trusts and estates, family offices, professional services... ..., hospitality, or other environments serving sophisticated clients. Key Responsibilities Relationship Development & Philanthropy...Private clientFor contractorsWork at office
Aligned Solutions- Placement Experts
Miami-Dade County, FL18 hours ago - ...Financial Services, Real Estate and High Net Worth. A senior, client-facing role with genuine ownership. This suits a tax leader who... ...REITs, JV structures, 1031 exchanges, SALT High Net Worth / Private Client - family offices, trusts, estate and gift, cross-border...Private clientFull time
Fortis Recruitment
New York, NY2 days ago - ...Job Overview A law firm seeks a Private Client Associate to join its San Francisco, California office. The ideal candidate will have 3-5 years of experience in estate planning, tax, or other transactional practices. Duties Engage in high-net-worth estate and tax planning...Private clientWork at office
BCG Attorney Search
San Francisco, CA1 day ago - ...J.P. Morgan Chase is hiring for a Private Client Advisor within Chase Wealth Management. The role focuses on comprehensive financial planning and investment guidance for individuals and families, building a strong client book, and leveraging relationships to deliver personalized...Private client
Next Frontier Capital
Florida, NY2 days ago
