- Truist (Columbia, MD)
- …in applicable business field or equivalent education and related experience 2. Appropriate insurance licenses 3. Three years of insurance industry or other ... eligibility for specific benefits may be determined by the division of TIH Insurance Holdings, LP (TIH) offering the position. TIH offers medical, dental, vision,… more
- Bank of America (Easton, MD)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners… more
- Grant Thornton LLP (Baltimore, MD)
- …complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth , closely held business and family business clients - ... + Providing tax planning and consulting to our firm's high net worth clients for...to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Interns… more
- Robert Half Finance & Accounting (Hunt Valley, MD)
- …a tax career like no other. If you are a tax senior with experience working with ultra- high net worth clients or a desire to upgrade your client base, this ... accounting + CPA or close to completing the exam + Master's degree preferred + Ultra- High Net Worth Individual tax experience + Complex Partnership Tax… more
- Robert Half Finance & Accounting (Rockville, MD)
- …is a tremendous opportunity for a tax professional in the private weatlh management sector or high net worth tax group of a public accounting firm. It's a ... ###. Requirements + Bachelors degree in Accounting, Finance or similar area of study + High - Net - Worth individual tax experience + CPA or EA certification +… more
- M&T Bank (Annapolis, MD)
- …delivers individualized needs-based investment and insurance solutions to clients, primarily in the high net worth segment of $1 - $3mm in investible ... assigned book of business. Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business… more
- HUB International (Bethesda, MD)
- …team goals and ad hoc reporting requests from the team + Prepare various reports for high net - worth clients + Assist with office wide projects + Use ... at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life… more
- M&T Bank (Pikesville, MD)
- …delivers individualized needs-based investment and insurance solutions to clients, primarily in the high net worth segment of $1 - $3mm in investible ... and regulations. + Increase assets under management by offering investment and insurance solutions to clients and leveraging partnerships in Retail and Business to… more
- KPMG (Baltimore, MD)
- …business, finance, or accounting + Strong technical skills in the following areas: High Net - Worth Individuals, Partnership and Multi-State Taxation Theory + ... conformity with tax law and documentation standards + Manage high volume client load with minimum supervision in addition...medical and dental plans, vision coverage, disability and life insurance , 401(k) plans, and a robust suite of personal… more
- Cherry Bekaert (Bethesda, MD)
- …and talented firm culture. + Solve problems! + Build and service our partnerships and high net - worth individuals with estate, gift and trust tax planning and ... and geographic location. In addition, we offer a comprehensive, high -quality benefits program (https://careers.cbh.com/wp-content/uploads/sites/2/2021/02/Benefits-Snapshot\_February-2021.pdf) which includes annual bonus, medical,… more
- Cherry Bekaert (Bethesda, MD)
- …of complex individual and partnership returns + Build and serving our partnerships and high net - worth individuals with estate, gift and trust tax planning ... and geographic location. In addition, we offer a comprehensive, high -quality benefits program (https://careers.cbh.com/wp-content/uploads/sites/2/2021/02/Benefits-Snapshot\_February-2021.pdf) which includes annual bonus, medical,… more
- Cherry Bekaert (Rockville, MD)
- …business tax planning services to partnerships, owners, families, family businesses, as well as high net worth individuals. Ability to service Real Estate ... and our Firm. In addition, we offer a comprehensive, high -quality benefits program (https://careers.cbh.com/wp-content/uploads/sites/2/2021/02/Benefits-Snapshot\_February-2021.pdf) which includes annual bonus; medical,… more
- Cherry Bekaert (Bethesda, MD)
- …heads of families, family businesses, private equity fund owners, as well as high net worth individuals. Our expertise includes providing services ... and geographic location. In addition, we offer a comprehensive, high -quality benefits program (https://careers.cbh.com/wp-content/uploads/sites/2/2021/02/Benefits-Snapshot\_February-2021.pdf) which includes annual bonus, medical,… more