- Frazier & Deeter (Tampa, FL)
- …structures Proven expertise in overseeing complex client engagements and delivering high -quality client service Ability to develop tax planning strategies for ... clients Proficiency in tax preparation software (eg, CCH Axcess) and Microsoft Office Suite Experience supervising, training, developing, and reviewing the work of staff and senior associates #LI - hybrid more
- Carr, Riggs & Ingram (Atlanta, GA)
- …necessary resources and creating an enjoyable work environment to ensure quality and high performance Facilitate the monitoring of the quality of our product and the ... performance of our personnel Assign, track and manage tasks/projects that are sent to staff/supervisors to prepare Take an active role in developing staff and supervisors Continually build and nurture an internal and external network and leverage effective… more
- Vault (New York, NY)
- …and profitability targets. Evaluate and underwrite complex personal excess liability risks associated with high net worth and ultra- high net ... program structures, coverage enhancements, and pricing models tailored for the high net worth market. Represent underwriting on business development… more
- Citizens Bank (Woburn, MA)
- …banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients. A minimum of two licenses ... Relationship Manager (PCRM) , you will engage directly with our affluent and high - net - worth clients to exceed their expectations by thinking long term,… more
- Citigroup, Inc. (Boston, MA)
- …enhance its ability to build relationships with, and service the investment needs of ultra- high net worth clients in the US. Responsibilities: Investment ... and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients.They should be experienced in… more
- Goldman Sachs, Inc. (Chicago, IL)
- …financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra- high net worth and high net ... lending products, such as deposits, bank loans, mortgages and margin financing, to high net worth clients of the firm's global Wealth Management businesses.… more
- Wright Staffing Source (New York, NY)
- …The Tax Manager will work predominately with our trust and estate clients, as well as high net worth individuals. This position offers opportunity for you to ... fiduciary accounting for trusts and estates; Provide tax planning and consulting to high net worth clients for estate and individual income taxes; Research… more
- Clark Asset Management (Boston, MA)
- …we're having a lot of fun. So, do you believe what we believe? RESPONSIBILITIES Manage 70+ high net worth relationships . The buck stops with you. You are ... your CFP designation 5+ years of personal financial planning 3+ years running high net worth relationships 10+ years of total work experience Planning and… more
- EY (New York, NY)
- …performing high quality review of complex tax returns Knowledge/experience in handling High Net Worth and Individual Tax Returns, or complex partnership ... could include reviewing complex individual tax returns, income tax planning of high - net - worth individuals and families, partnership tax compliance, or… more
- Morgan Stephens (Boca Raton, FL)
- …Raton, FL. They provide comprehensive legal, financial, and administrative services to a high - net - worth family. The company handles complex estate planning, ... detail-oriented, and able to maintain discretion in sensitive matters Experience with high - net - worth or international estate structures is a strong plus more
- HCVT (Irvine, CA)
- …Business Management services to our clients, which include private and public companies, high - net - worth individuals, and family offices. We also specialize ... industries: Private Equity, Real Estate & Hospitality, Media & Entertainment, High - Net - Worth Individuals, Manufacturing & Distribution, Professional Services… more
- The LaSalle Group (Tinley Park, IL)
- …role offers the chance to balance corporate and individual tax returns, work with high - net - worth clients, and gain valuable experience in tax planning and ... add career growth with a stable, expanding firm Gain hands-on experience with high - net - worth clients Competitive salary, supportive team, and long-term… more
- Goldman Sachs, Inc. (Chicago, IL)
- …financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra- high net worth and high net ... investment planning and tax services to corporate employees, executives and/or other high - net - worth individuals Prepare various reports for clients in… more
- The Jonus Group (Plano, TX)
- …Summary A growing insurance agency is seeking a skilled Personal Lines Account Manager with High - Net - Worth experience. In this role, you'll manage high - ... 5+ years of relevant insurance industry experience preferred. Previous experience handling high - net - worth clients and accounts is required. Above average… more
- Executive Resource Systems (Los Angeles, CA)
- …Federal and multi-state tax returns for C corporations, S corporations, partnerships, high - net - worth individuals, bankruptcy, and trusts and estates. ... Handling complex accounting and tax issues. Conducting basic and complex tax research. Developing and maintaining client relationships. Identifying tax planning and consulting opportunities. Qualifications Bachelor's or master's degree in accounting, Tax, or… more
- NFP (Melville, NY)
- …execute all accounting functions necessary to report on the financial position of select ultra- high net - worth clients. Handles day to day for accounts ... entry and creation of wires for approval. Prepare cashflow planning for high net - worth clients including budgeting and forecasting. Prepare timely and… more
- Links Recruiting (Albany, NY)
- …and conducting a search for a Tax Director. If you have strong experience advising high - net - worth individuals across multiple states and are looking to lead ... Key Responsibilities: Lead and manage the firms tax advisory services for high - net - worth clients Oversee the preparation and review of complex individual,… more
- Frost Bank (Southlake, TX)
- …you'll do: Develop, manage, retain and expand client relationships within the affluent to high net worth markets (clients with $1.5-5 million in investable ... with limited supervision Experience in managing a portfolio of affluent and high net worth clients Demonstrated capacity to sell products and services… more
- Neuberger Berman Group LLC (New York, NY)
- …globally. Position Overview: NB Alternatives manages approximately $168 billion for institutional and high net worth clients across a range of commingled ... directly impacting overall investment decisions. In addition, this role will provide a high level of direct interaction with senior personnel on both the investment… more
- ACCUR Recruiting Services (New York, NY)
- …is tailored for a dynamic professional who possesses a robust network of high - net - worth individuals, particularly those passionate about classic, modern, and ... expertise in the luxury auction space is preferred. Established network of high - net - worth car collectors with a history of sustainable relationship growth.… more
