- 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
- M&T Bank (Pikesville, MD)
- …of business. Actively solicits new and existing investments and insurance from high net worth customer segment, primarily Retail and Business Banking. ... needs of current and potential Bank customers for the high net worth segment, utilizing...by meeting with high net worth clients, offering investment and insurance solutions… more
- Robert Half Finance & Accounting (Timonium, MD)
- Description Robert Half is excited to partner with a leading Ultra High Net Worth (UHNW) tax consulting practice in the search for a talented and experienced ... + Provide high -quality tax services to Ultra High Net Worth clients, including...professionals, including medical, vision, dental, and life and disability insurance . Hired contract/temporary professionals are also eligible to enroll… 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 (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
- Robert Half Finance & Accounting (Gibson Island, MD)
- …support day-to-day operations and strategic initiatives. + Client Engagement: Interface with high - net - worth individuals and VIP guests, providing financial ... Lead and mentor finance team members, fostering a collaborative and high -performance culture. + Vendor Management: Manage relationships with external vendors and… more
- KPMG (Baltimore, MD)
- …law and documentation standards + Strong technical skills in the following areas: High Net - Worth Individuals, Partnership and Multi-State Taxation Theory + ... a manner client can understand + Ability to 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
- Robert Half Accountemps (Bethesda, MD)
- …individual, estate and fiduciary returns - Tax planning and consulting for small businesses and high net worth individuals - Direct client contact to assess ... professionals, including medical, vision, dental, and life and disability insurance . Hired contract/temporary professionals are also eligible to enroll in… more