- Swell Recruit (New York, NY)
- About the job Tax Manager HNW (2days Park Ave) Tax Manager ( HNW ) Midtown Manhattan, NYC (Near Park Ave/57th St.) We are a thriving boutique accounting firm ... located on Park Avenue in Midtown Manhattan. We are seeking a dedicated and experienced Tax Manager with over 5 years of public accounting expertise, specifically servicing high net worth individual clients. As a rapidly growing firm, we provide a unique… more
- Operation HOPE (Atlanta, GA)
- …play a critical role in securing transformational funding from high-net-worth ( HNW ) and ultra-high-net-worth (UHNW) individuals and family foundations to support ... Principal Gifts & Donor Relations *Build and manage a portfolio of 25-75 HNW /UHNW donors and family foundations, with a focus on securing gifts of $250K+.… more
- Avior Executive Search (New York, NY)
- …Advisor for their New York office. The role will be client-centric and focused on HNW & UHNW clients for the US domestic market. The right candidate should have ... independently and be responsible for maintaining as well as onboarding new HNW & UHNW clients. Superior knowledge of investment management and wealth strategies,… more
- Talnt LLC (New York, NY)
- …custody, and support proceedings. This role involves managing high-net-worth ( HNW ) client cases, providing strategic legal counsel, and navigating emotionally ... sensitive situations with discretion and professionalism. The ideal candidate will have proven litigation and negotiation experience within the matrimonial and family law practice area. Responsibilities Represent clients in matrimonial and family law cases… more
- TD Bank Group (Rego Park, NY)
- …Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed Responsible for fostering and contributing to ... a positive and constructive work environment with a focus on supporting the overall Wealth team Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff Contributes individually, as a team member and as a mentor to new… more
- TD Bank Group (Downingtown, PA)
- …Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed Responsible for fostering and contributing to ... a positive and constructive work environment with a focus on supporting the overall Wealth team Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff Contributes individually, as a team member and as a mentor to new… more
- Janney Montgomery Scott LLC (Philadelphia, PA)
- …help train, educate, and support the growth of our Advisory, proprietary, HNW and Alternatives platforms along with coordination across all Wealth Management ... verticals. This highly visible role will serve as the central point of contact across all Janney regions for sales and consulting of all WM offerings with daily interactions to Advisors and home office employees across the firm. What you are good at:… more
- Wisen HR (Chicago, IL)
- …$50-30 million revenues, up to 1 billion). Experience managing a family office/ HNW team. Experience with Intacct preferred Daily access to a vehicle for commuting ... to and from offices and clients as needed. Benefits: Comprehensive insurance plans (medical, disability, life, identity theft, pet) Subsidized caregiving benefit Wellness Challenges with incentives Access to on-site fitness centers/subsidized/low-cost gym… more
- Bancroft Staffing Partners (Irvine, CA)
- …public accounting CPA MSA or MST is preferred/huge plus Generalists: HNW , Individuals, Partnerships, S/C-Corps, Pass-Throughs Tax Manager/SR. Manager or Director ... experience, min. 2+ Years in a Manager role, leading teams, reviews, clients, driving firmwide initiatives, etc. Expert technical knowledge, skills, review, and leadership exp. in a Manager or Direct level role. Big Plus: Business Development, marketing, and… more
- Bancroft Staffing Partners (Toledo, OH)
- …CPA, active is mandatory MST + MSA is a huge plus/preferred Generalists: HNW , Individuals, Partnerships, S/C-Corps, etc. Big plus - Required for Principal level: ... leadership, biz dev, firmwide management exp. Compensation Packages - Highly competitive and lucrative salary, bonuses, sign-ons, additional incentives & perks Tax Principal: $180-250,000/year Senior Tax Manager: $165-200,000/year Full Benefits & Perks -… more
- National Financial Partners (Warrington, PA)
- …work schedule from either. We will consider a remote option for experienced PCG/ HNW candidates within the East Coast who are familiar with such markets. Essential ... Duties and Responsibilities: Works proactively to develop relationships with carrier and client contacts and take an active role in meetings. Prepare and send the request for proposals to applicable insurance carriers and spreadsheet results as they come in.… more
- Allocate (Menlo Park, CA)
- …offices, and private wealth advisors, with a specific focus on HNW /UHNW wealth advisory firms. Deep understanding of private market investments, including ... venture capital, private equity, co-investments, and alternative asset allocation strategies. Strong knowledge and passion for delivering technology-driven solutions, with previous technology sales experience strongly preferred. Experience working with… more
- Citigroup (Miami, FL)
- ** HNW Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop ... tailored wealth management strategies. HNW Private Bankers are able to add value to clients by building and drawing upon a network of internal resources, often… more
- Robert Half Finance & Accounting (Greenwich, CT)
- Description Tax Director - HNW / Partnerships. Our client a Wealth Administration firm based in Greenwich, CT is adding to their team. This role works closely with ... the Family Office Services and offers an exciting opportunity to lead and manage high-net-worth tax strategies, oversee partnership taxation, and ensure compliance with financial regulations. If you are an experienced and detail-oriented individual with a… more
- Deloitte (New York, NY)
- …experience in global mobility compliance or personal income tax and compliance- specifically HNW tax compliance and planning + Bachelor's Degree + One of the ... following active accreditations obtained: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA + If not CPA eligible, one of the other designations listed below based on role requirements and business approval: + Licensed Attorney… more
- Citigroup (New York, NY)
- …+ Actively identify prospects and establish contact with them/convert prospects into clients. + Demonstrate an in-depth understanding of clients' businesses and ... The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an… more
- Perkins & Co (Portland, OR)
- …To be successful in this role you should have substantial experience working with high net worth individuals and the trust and estate issues that often go hand in ... hand with those types of returns. Of course, it doesn't hurt if you also have some exposure to pass through entities, but that's not essential. If you want to work with a high performing, super collaborative team, we want to hear from you! Work whenever and… more
- Citigroup (San Francisco, CA)
- …+ Actively identify prospects and establish contact with them/convert prospects into clients. + Demonstrate an in-depth understanding of clients' businesses and ... The Senior Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity.… more
- Citigroup (Denver, CO)
- …+ Actively identify prospects and establish contact with them/convert prospects into clients. + Demonstrate an in-depth understanding of clients' businesses and ... sources of wealth generation. + Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + Build relationships… more
- Edward Jones (St. Louis, MO)
- …a new wealth management offering tailored to meet the unique needs of high-net-worth ( HNW ) clients and we need your help launching this new offering and brand, ... The Edward Jones Generations (TM) team provides an end-to-end, HNW client experience by partnering with our branch teams...home office and external 3rd party partnerships to serve HNW with complex needs. **What You Will Do:** +… more
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