- Carr, Riggs & Ingram (Atlanta, GA)
- TAX MANAGER At Carr, Riggs & Ingram, your career path is just that-yours. We are strong believers in the notion that your career should adapt to and integrate into ... 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… more
- Frazier & Deeter (Tampa, FL)
- …help each other grow in every aspect of life. Job Summary: A Tax Manager works closely with partners, staff and clients. They are responsible for planning, managing, ... structures Proven expertise in overseeing complex client engagements and delivering high -quality client service Ability to develop tax planning strategies for… more
- The Jonus Group (Plano, TX)
- … Job 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 - net - worth individuals' insurance needs, collaborating with producers to provide personalized service and strategic risk management solutions. This… 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 ... of service to our customers and partners. The Underwriting Manager will be responsible for leading the underwriting operations...structures, coverage enhancements, and pricing models tailored for the high net worth market. Represent… 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 ... practice management support. As a Citizens Private Client Relationship Manager (PCRM) , you will engage directly with our..., you will engage directly with our affluent and high - net - worth clients to exceed their… 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
- Wright Staffing Source (New York, NY)
- About the job Tax Manager About us: At Wright Staffing Source, we...with our trust and estate clients, as well as high net worth individuals. This ... fiduciary accounting for trusts and estates; Provide tax planning and consulting to high net worth clients for estate and individual income taxes; Research… more
- Consultative Search Group (Encino, CA)
- …7+ years of related experience in the Business Management field and/or working with high - net - worth individuals Many of our job openings can be viewed ... A large and prestigious business management firm seeks a Senior Manager , Business Management to join their dynamic team. The firm is searching for an experienced… more
- Adams Brown LLC (Overland Park, KS)
- …the work of others Maintains in depth knowledge of relevant topics related to taxation of high net worth clients Ensures top quality client service through a ... Arkansas: Little Rock, Jonesboro Position Summary The Private Asset Solutions Tax Manager is a multi-disciplinary professional who has the technical ability to… more
- Citigroup, Inc. (Bronxville, NY)
- …Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning ... holistic financial solutions. Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- Wells Fargo (Rancho Cucamonga, CA)
- …environment *Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business *Experience building ... is an interim non-exempt position. Successful completion and certification of the Branch Manager Readiness program is a pre-requisite to transition into a manager… more
- Bank of America (Charlotte, NC)
- …CM performs and documents in-depth financial analysis for credit approval of ultra- high - net - worth clients (individuals, family offices, trusts, special ... communications skills to work constructively with business partners and clients. The Credit Manager (CM) is aligned with the Credit Executive (CE) in their goal of… more
- Gpac (Allen Park, MI)
- …Property & Casualty Insurance License (required) Proficiency with complex or high - net - worth commercial insurance products Professional designations (eg, ... Job Description As a Commercial Lines Account Manager with our team, you will play a...and retain a portfolio of commercial lines accounts, ensuring high -quality service and responsiveness. Partner with producers and underwriting… more
- Pearl Recruiter (Atlanta, GA)
- …NC to play a pivotal role in managing and expanding relationships with our ultra- high - net - worth (UHNW) clients. - You will provide comprehensive wealth ... wealth management, financial advisory, or a related field, specifically serving ultra- high - net - worth clientele Bachelor's degree Professional designations,… more
- Ameris (Atlanta, GA)
- …within the market area. The position makes sales calls and visits to business customers, high net worth individuals and prospects to understand the client ... we know that a growth mindset is key for high performance and fosters an environment that prioritizes continuous...meet loan, deposit, and service needs. The Commercial Relationship Manager is responsible for attainment of deposit and loan… more
- KForce (North Palm Beach, FL)
- …of complex C corp., S corp. and partnership income tax returns Preparation/review of high - net - worth individual returns Review of C corp., S corp. and ... Kforce's client, a growing midsize CPA firm in Juno Beach, Florida, seeks a Tax Manager . This role can be hybrid. There is a track to becoming a Partner. This… more
- Mandarin Oriental, Boston (Boston, MA)
- …for the following duties: Manage all accounts from assigned markets. Secure new high -end net worth accounts. Weekly hotel sites presenting property. ... Mandarin Oriental, Boston is looking for a Group Sales Manager to join our Sales team. Are you a...the Sales Department in Boston, Massachusetts, the Group Sales Manager is responsible for meeting and exceeding revenue for… more
- Ridgeline (New York, NY)
- …duties at an investment management firm Deep knowledge of institutional and high - net - worth investment lifecycles, especially middle- and back-office ... in middle- and back-office investment operations? Do you thrive in a high -accountability environment where you can influence strategic direction while mentoring a… more
- The Jonus Group (Herndon, VA)
- …lines account manager to their team. Responsibilities include: Handling High - Net - Worth /Standard accounts Client presentations and ability to resolve ... Personal Lines Insurance Account Manager Established agency seeking to add a personal… more
- Dahl Consulting (St. Paul, MN)
- …Private Client Insurance Account Manager : Manage and service a portfolio of high - net worth clients, ensuring insurance coverage aligns with the evolving ... This company is hiring a Private Client Insurance Account Manager for a permanent position. Interested? Get more details...What you'll bring to the Private Client Insurance Account Manager role: Bachelor's degree 3+ years of experience in… more
