- Vaco by Highspring (Boulder, CO)
- …and integrating tax expertise into broader financial planning strategies. You'll advise high - net - worth individuals, families, and privately held businesses, ... Tax Manager (CPA) Vaco/Highspring is conducting a search on...setting). Preferred: Master's in Taxation or MBA. Experience advising ultra- high - net - worth clients or family offices.… more
- Plante Moran (Wakefield, MA)
- …is required; experience in public accounting is preferred Experience with high net worth individuals, S-corporations, C-corporations, partnerships, ... LLCs, trusts, and private foundations is required with the emphasis on high net worth individuals. Sophisticated knowledge of fiduciary and estate tax… more
- Plante Moran (Wakefield, MA)
- …a Bachelor's Degree in Accounting CPA or Bar License required Experience with high net worth individuals, S-corporations, C-corporations, partnerships, LLCs, ... to the same standard Serve as the primary engagement manager with economic responsibilities for billing, realization and collections...and private foundations is required with the emphasis on high net worth individuals. Sophisticated… more
- Orr Group (Washington, DC)
- …an experienced project manager , and a strong relationship builder with expertise in high - net - worth donor engagement. They will collaborate with a team at ... Boards of Directors. Build and manage strong client relationships, ensuring high -quality work and providing expert guidance throughout engagements. Stay abreast of… more
- Maxwell Locke & Ritter (Austin, TX)
- Tax Manager - High Net Worth Individuals & Family Groups (In-Person OR Hybrid) Department: Tax Location: Austin and/or Round Rock, TX Compensation: ... three times What You'll Be Doing As a tax manager , you will lead client tax engagements from start...+ Experience providing tax consulting and compliance services to high - net - worth individuals and family groups… more
- Charles Schwab (Lone Tree, CO)
- …their employees regarding their equity compensation plans. As a ** Manager - High Net Worth Representative** of the **Executive Services Trading Team** ... areas + Ability to deliver training and coaching related to trading skills and high net worth client service + Ability to educate clients on their individual… more
- Edward Jones (Tempe, AZ)
- …may close early due to the volume of applicants. **Team Overview:** Networks, Alliances, and High Net Worth (HNW) Solutions, a team in the Wealth Management ... This position is known internally as a Senior Product Manager ** Edward Jones' compensation and benefits package includes medical...industry networks and centers of influence + Experience in High Net Worth client wealth… more
- Vanguard (Dallas, TX)
- …all applicable Human Resources policies and procedures. Deepens loyalty with existing Ultra High Net Worth clients by anticipating needs and demonstrating ... The Wealth Management Select Client Manager (CM) is a critical role leading our...brings a strong track record of building inclusive and high performing teams to producing strong outcomes, navigating ambiguity,… more
- Wipfli LLP (Chicago, IL)
- …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting ... the main tax point of contact within our firm for clients + Tax Manager is responsible for clients receiving proactive communication and timely service + Perform… more
- Wipfli LLP (Southfield, MI)
- …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting ... the main tax point of contact within our firm for clients + Tax Manager is responsible for clients receiving proactive communication and timely service + Perform… more
- Wipfli LLP (Southfield, MI)
- …in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting and/or ... tax experience + Subject matter leader in similar accounting and/or tax services + Management and/or mentoring experience with other staff members + Experience making recommendations to management + Prior public accounting experience desired Amanda Feltner,… more
- Wipfli LLP (Denver, CO)
- …in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting and/or ... tax experience + Subject matter leader in similar accounting and/or tax services + Management and/or mentoring experience with other staff members + Experience making recommendations to management + Prior public accounting experience desired Amanda Feltner,… more
- Zions Bancorporation (Salt Lake City, UT)
- …in **Salt Lake City, Utah** This role acts as the principal account and relationship manager for high net - worth clients. **Private Banking** brings the ... the personal, professional, and philanthropic goals of the bank's high net worth clients. **Ideal...**:** + Act as the principal account and relationship manager for a portfolio of Private Banking qualified clients.… more
- AIG (New York, NY)
- The High Net Worth business is...~$1.7bn gross premium. Join us as a Financial Analysis Manager to make a bigger business impact with your Analytical ... will be responsible for delivering forecasts, budgets and quality reporting across High Net Worth stakeholders including Actuarial, Operations, HR, CUO to… more
- BMO Financial Group (Los Angeles, CA)
- …and diverse background in financial service industry and expert knowledge of the banking services for the high net worth / ultra high net worth ... help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience,… more
- HUB International (Berkeley Heights, NJ)
- …potential clients as well as serve as a key relationship manager for High Net Worth clients. The selected incumbent will maintain excellent relationships ... with all types of clientele and insurance carriers, provide thorough reviews of client coverage, exposure, and price, communicate coverage recommendations and options to clients, and negotiate favorable coverages and rates. **Please apply to join us if you… more
- Robert Half Finance & Accounting (Wilmington, DE)
- …Greater Wilmington Delaware area seeks a Tax Manager with expertise working with high - net - worth businesses or individuals. The Tax Manager will be ... transactions. To be successful in this role, the Tax Manager must have in-depth knowledge of tax laws and...eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. An… more
- Tiffany & Co. (San Francisco, CA)
- …establishing and executing upon strategies for the acquisition, engagement, retention and growth of High Net Worth clients, in addition to having an ... The Private Client Manager at Tiffany & Co. holds the critical...* Establishing and reinforcing the Tiffany brand within the High Net Worth client market.… more
- PennyMac (Plano, TX)
- …loan level problem solving. The Pipeline Accounts Manager will : + Manage high volume, high net worth , complex client accounts and assist in capacity ... complete mortgage journey. A Typical Day The Pipeline Accounts Manager III will lead multiple customer facing operational organizations...to build strong, lasting client relationships. As the Accounts Manager , you will serve as the central point… more
- Charles Schwab (Westlake, TX)
- …responsive and world class service experience for our high net worth clientele. The **Concierge Team Manager ** will lead and manage their team of ... registered professionals who deliver support to our fee paying high net worth clients. Our...ability to deliver outstanding service. As a **Concierge Team Manager ** you will play a critical role in building… more
