- The Bahnsen Group (Phoenix, AZ)
- …seeking a Senior Tax Manager to provide exceptional tax planning and compliance services for high - net - worth clients. The role requires a minimum of 8 years ... accounting and an active CPA or JD certification. Responsibilities include leading client meetings, filing tax returns, and mentoring junior staff. The position… more
- US Bank (Scottsdale, AZ)
- …for building a team of trust, banking and investment professionals around high net worth clients or client relationships. Responsible for retention and ... growth of assigned client relationships. Partners with Private Wealth Management Product Specialists...of experience interacting with High and Ultra High Net Worth clients Preferred… more
- The Bahnsen Group (Phoenix, AZ)
- …a high degree of tax competency, a desire to engage with high - net - worth individuals, and a strong client -service attitude. The role provides service ... 85 employees. The firm manages over $8.0 billion of client capital and is widely recognized as one of...Provide exceptional tax planning, compliance, and advisory services to high net - worth and Family Office… more
- Solid Rock Recruiting LLC (Phoenix, AZ)
- Join a Premier Advisory Firm Serving High - Net - Worth Clients We're partnering with a top-tier advisory firm that works closely with high - net - worth ... possible. What You'll Do Be a trusted advisor to high - net - worth clients and family offices...Oversee quality control and provide final reviews Juggle multiple client relationships and special projects Coach and mentor junior… more
- Solid Rock Recruiting LLC (Phoenix, AZ)
- …Responsibilities Lead and manage multiple tax engagements for corporations, partnerships, and high - net - worth individuals Provide strategic tax planning and ... Tax Manager - CPA | Hybrid | High -Growth Public Accounting Firm Job Type: Full-time About...with federal and state regulations Build and maintain strong client relationships, serving as a trusted tax advisor Mentor,… more
- Colorado Railroad Museum (Phoenix, AZ)
- …Tax Senior Manager to manage tax workloads for diverse clients, including Real Estate and High Net - Worth Individuals. The ideal candidate will have over 7 ... a CPA or Enrolled Agent Certification, and demonstrate strong problem-solving and client relationship skills. This hybrid or in-office role offers a collaborative… more
- Colorado Railroad Museum (Phoenix, AZ)
- …and attract new clients or business for the Firm. Prepare returns for Real Estate, High Net - Worth Individuals, and Manufacturing clients. Work with staff to ... developing their career. Gather relevant tax-related information from the client so an accurate tax return can be prepared....take on the challenge of leading a team of high -performing individuals. You have knowledge of and exposure to… more
- Regal Executive Search (Phoenix, AZ)
- …and attract new clients or business for the Firm. Prepare returns for Real Estate, High Net - Worth Individuals, and Manufacturing clients. Work with staff to ... developing their career. Gather relevant tax-related information from the client so an accurate tax return can be prepared....take on the challenge of leading a team of high -performing individuals. You have knowledge of and exposure to… more
- Linn T. Hodge & Sons (Scottsdale, AZ)
- …to provide the highest quality of service to all clients, specializing in the needs of high net worth individuals. We are proud to serve members of the ... is expected to meet the agency's defined standards for client service, professionalism, ethics, and work attitude. TAM EPIC...You: You have superior critical thinking skills and a high level of intelligence. You view the world optimistically… more
- Solid Rock Recruiting LLC (Scottsdale, AZ)
- …large aspect of this role Support tax planning and advisory services for high - net - worth individuals, family-owned businesses, and closely held entities ... long-term career growth and provides a collaborative environment with meaningful client interaction-ideal for someone who wants balance and impact. What You'll… more
- Vanguard (Scottsdale, AZ)
- …with a passion for building meaningful client relationships? Join our team as a High Net Worth Client Case Representative for our Personal Investor ... they are, and ensure they feel supported when they call in to Vanguard. As a High Net Worth Client Case Representative, you will: + Serve as the primary… more
- Edward Jones (Tempe, AZ)
- …knowledge of High Net Worth products and services + Experience in High Net Worth client wealth management + Progress toward advanced degree ... everyone is aligned toward a singular focus: serving the client . And everyone is working to make the firm...the volume of applicants. **Team Overview:** Networks, Alliances, and High Net Worth (HNW) Solutions,… more
- Edward Jones (Tempe, AZ)
- …+ Experience establishing and cultivating industry networks and centers of influence + Experience in High Net Worth client wealth management + Progress ... is meaningful - because it has a singular focus: client relationships. What you do every day helps people...the volume of applicants. **Team Overview:** Networks, Alliances, and High Net Worth (HNW) Solutions,… more
- Vanguard (Scottsdale, AZ)
- … client needs and share insights with Relationship Managers. + Deliver high -quality, efficient service while anticipating client needs and offering proactive ... + Collaborate across teams to maintain and enhance the UHNW client experience. + Document client and team feedback to support continuous service improvement with… more
- World Insurance Associates, LLC. (Scottsdale, AZ)
- … client solve any challenge, including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and ... prospect, and cultivate new business opportunities, focusing on High - Net worth and Private Client accounts, including affluent individuals, family… more
- Edward Jones (Tempe, AZ)
- …**Team Overview:** The Edward Jones Generations(R) team provides an end-to-end, high net worth (HNW) client experience by partnering with our branch ... is meaningful - because it has a singular focus: client relationships. What you do every day helps people...teams to provide ongoing client services including holistic financial planning, tax and estate… more
- Edward Jones (Tempe, AZ)
- …and implement frameworks to provide ongoing proactive support through daily monitoring of the high - net - worth client accounts and coordinating with the ... Concierge Specialists (CCS) that have a critical role in helping serve our high - net - worth clients. The Client Concierge Specialists work in collaboration… more
- US Bank (Scottsdale, AZ)
- …from Day One. **Job Description** Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of ... experience - 10 or more years of experience in high and ultra- high net worth client wealth management activities Preferred Skills/Experience -… more
- US Bank (Scottsdale, AZ)
- …for building a team of trust, banking and investment professionals around high net worth clients or client relationships. Responsible for retention and ... growth of assigned client relationships. Partners with Private Wealth Management Product Specialists...of experience interacting with High and Ultra High Net Worth clients Preferred… more
- Edward Jones (Tempe, AZ)
- …financial services, specifically wealth management, asset management, investment advisory, financial planning, and/or high net worth client services + ... could say we're at the center of the center.** Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything… more
