- 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
- 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 (Loveland, 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 (Lincolnshire, IL)
- …of estate enhancement options to best fit each individual clients needs.The manager will be responsible for understanding and meeting delivery dates and attending ... internal collaboration meetings. An understanding of trust agreement language and UniformPrincipal and Income Act ("UPIA") will be essential to the role. Responsibilities Responsibilities: + Researching basic to complex estate matters across a range of… more
- Wipfli LLP (Naperville, IL)
- …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 (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
- 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
- Comerica (Costa Mesa, CA)
- …Solutions group, is responsible for serving as relationship manager for Ultra High Net Worth (UHNW) relationships by providing insight to specific ... and are focused on the customer.Position Responsibilities: Manages Ultra High Net Worth relationships in...law and policies and procedures. Works with the Regional Manager in developing solutions to most issues brought forth… more
- Bank of America (Washington, DC)
- Ultra High Net Worth Portfolio Strategist Washington, District of Columbia **Job Description:** At Bank of America, we are guided by a common purpose to help ... investment expertise to deliver custom asset allocation and traditional and alternative manager selection. Advice and guidance is informed by our Chief Investment… more
- Bank of America (Fort Worth, TX)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... across the business to increase opportunities for affluent and high net worth client acquisition...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… 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
- Citizens (Osterville, MA)
- …Client Relationship Manager , along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners(R), create ... practice management support. As a Citizens Private Client Relationship Manager , you will engage directly with our affluent and..., you will engage directly with our affluent and high - net - worth clients to exceed their… more
- Commerce Bank (Kansas City, MO)
- …+ 5+ years of direct leadership and supervisory experience required + Experience managing high net worth clients and their families with multi-generational ... comprehensive advice and customized wealth management solutions to our high - net worth clients and families....for some roles. This compensation range is for the Manager , Private Client Advisor job and contemplates a wide… more
- CIBC (Chicago, IL)
- …** , you'll lead a team of Client Support Advisors who support a portfolio of high - net - worth (HNW) and ultra- high - net - worth (UHNW) clients. ... team in a fast-paced environment. + **Client-focused:** You've delivered exceptional service to high - net - worth and ultra- high - net - worth clients… more
- CIBC (San Francisco, CA)
- …a Relationship Manager , you'll focus on growing direct revenue, retaining high - net - worth client relationships, and expanding business within your ... investment objectives and organizational policies. + Expand your portfolio: Acquire new high - net - worth clients with complex financial needs by engaging in… more
- Wells Fargo (Winston Salem, NC)
- …+ Relationship management and asset management experience in an environment serving private, high net worth clients + Demonstrated ability to develop ... access to Wells Fargo Bank products and services to high - net - worth and ultra- high -...Wells Fargo is seeking a Senior Fiduciary Specialty Asset Manager to support Closely Held Asset Management within its… more
- Citizens (Philadelphia, PA)
- …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 affluent...(PCRM), you will engage directly with our affluent and high - net - worth clients to exceed their… more
- Citizens (New Haven, CT)
- …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 affluent...(PCRM), you will engage directly with our affluent and high - net - worth clients to exceed their… more