- 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 (Westlake, TX)
- …corporations and their employees regarding their equity compensation plans. As a **Senior Team Manager , High Net Worth Representative** (People Leader) ... + Train, set expectations, empower, and supervise the teams' interactions with high profile clients and safeguard material non-public and inside information. +… more
- Vanguard (Scottsdale, AZ)
- …life's goals. Wealth Management has a unique mission: To be a trusted partner to our ultra- high net worth clients and their families, going one step beyond ... difference for future generations. Job Summary: Wealth Management Client Manager The Wealth Management Select Client Manager ...policies and procedures. + Deepens loyalty with existing Ultra High Net Worth clients by… 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 (Denver, CO)
- …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 (Detroit, 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 (Detroit, 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
- HSBC (Miami, FL)
- …focused on Chile to generate new AUM and Gross Revenue. As our High Net Worth Relationship Manager -Southern Cone you will: + Combine client relationship ... and the planet we all share. As a Relationship Manager , you will acquire, maintain, and grow profitable long-term...Familiarity in working with clients and prospects who are high -potential HNW/UHNW clients + At least 5 years of… more
- Zions Bancorporation (Heber City, UT)
- …** in **Heber 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
- HSBC (New York, NY)
- …communities and the planet we all share. As a Senior Relationship Manager , you will acquire maintain, and grow profitable long-term relationships principally focused ... on HNW and UHNW individuals. The role owner will be an exceptional team player and client focused individual. This individual will establish new relationships and manage existing relationships to generate new AUM and Gross Revenue. Here's what you can expect:… more
- Perkins & Co (Portland, OR)
- We are looking for a seasoned tax manager to join our high net worth and legacy planning practice. To be successful in this role you should have ... substantial experience working with high net worth individuals and...experience in public accounting that includes 2 in a manager capacity, working in a paperless environment, reviewing complex… 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
- Bank of America (Bellevue, WA)
- Vice President; Ultra High Net Worth Portfolio Strategist Bellevue, Washington **To proceed with your application, you must be at least 18 years of age.** ... Advisors to assist in customized portfolio construction for Ultra High Net Worth (UHNW) clients...the creation of holistic portfolio proposals, which includes traditional manager selection, appropriateness of private equity, and hedge fund… more
- Bank of America (Fort Worth, TX)
- …the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the ... Advisor Development Program - Financial Solutions Advisor Trainee: Fort Worth East Fort Worth , Texas **To proceed...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (Dallas, TX)
- …solutions that address their processing needs. The MS proactively identifies opportunities to grow net new business to the firm, provides high level advisory to ... Merchant Specialist - Dallas Fort Worth / Oklahoma Markets Rockwall, Texas;Dallas, Texas **To...and Merchant Solutions partners. This individual can provide a high level of advisory to clients and translate these… 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
- Truist (Philadelphia, PA)
- …Responsible for partnering with Wealth Advisors to deliver Investment Management Services to new High Net Worth ($5+MM in AUM) and Ultra High ... which should include experience as an investment advisor, portfolio manager , or other investment-related activities with a focus on..., or other investment-related activities with a focus on high net worth and ultra-… more
- Wells Fargo (Saginaw, TX)
- …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