- KForce (New York, NY)
- Responsibilities Kforce has a client that is seeking to hire a Tax Manager - High Net Worth in New York City, New York (NY). Summary: This is a unique ... role, this could be for you. In this Tax Manager role, you will work with outstanding clients in...will work with outstanding clients in all aspects of High - Net - Worth individual tax and pass-through… more
- HSBC (Miami, FL)
- …on Chile to generate new AUM and Gross Revenue. As our High Net Worth Relationship Manager -Southern Cone you will: Combine client relationship management ... 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 relationship… 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
- MAP SSG (New York, NY)
- …required; 3+ years of experience as an executive assistant, personal assistant, or office manager in a high - net - worth family or corporate environment. ... This role provides high -level administrative, personal, and office management support to...organization, and vendor management. Personal Qualities : Loyal, honest, trustworthy, and discreet. Comfortable working in a high -profile, confidential… more
- International Staffing Consultants, Inc. (Morristown, NJ)
- …providing investment management, estate planning, tax, and accounting services to a multigenerational high - net - worth family. This position is full time in ... degree in Accounting *10+ years of relevant accounting with a heavy focus on high - net - worth tax. *Experience working with high - net - worth … more
- Simplex (Tampa, FL)
- Our client is a Registered Investment Advisor (RIA) that manages over 3.5 Billion for high - net - worth individuals and family clients, who are looking for a ... Wealth Manager to work directly with the CEO to grow the Florida business. This position is pivotal to the growth plans of the business and we hope this will appeal… more
- Franklin Templeton (New York, NY)
- …wealth across generations. We offer a dynamic and collaborative approach to managing wealth for high - net - worth and ultra high - net - worth ... world. Fiduciary Trust International is hiring a Senior Portfolio Manager to join our New York City office. The...risk parameters in an after-tax framework. In working with high - net - worth clients, a solid understanding… more
- EisnerAmper LLP (New York, NY)
- …The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to ... reach your goals. EisnerAmper is seeking a Tax Senior Manager specializing in Trust & Estate to join the...global public firms, and middle-market companies, as well as high net worth individuals, family… more
- Shoker Investments (Oxford, OH)
- …advisory team. In this role, you will serve as a trusted partner to high - net - worth individuals and families, guiding them through personalized financial ... Wealth Manager (Full-Time) Location: Oxford, Ohio Company: Shoker Investments...(preferred, but not required) Depth of experience working with high - net - worth or ultra- high -… more
- Talently, LLC (Highland Park, IL)
- …advice based on your knowledge of tax law, particularly within the private wealth and high - net worth realm. We are seeking an individual who is curious, ... Job Description Job Title : Tax Senior Manager Location : Highland Park, IL. (Hybrid or Remote) Salary : DOE $160k - $220k + bonus Skills : UHNW, Investment… more
- Bancroft Staffing Partners (New York, NY)
- …with a strong foundation in tax, assurance, and advisory services. Our firm serves high - net - worth individuals, families, and privately held businesses with a ... Hiring Now: Estate & Trust Tax Manager Locations: New York, NY (Hybrid-Schedule, 2-3 days...and estate returns Strong understanding of tax planning for high - net - worth individuals and multigenerational wealth… more
- Qualtrics (Chicago, IL)
- …back to business. Join over 5,000 people across the globe who think that's work worth doing. Customer Success Manager - Strategy and Research Why We Have This ... best brands use to deliver exceptional frontline experiences, build high -performing teams, and design products people love. But we...face. We are looking to add a Customer Success Manager to the Strategy and Research Team to meet… more
- EisnerAmper LLP (New York, NY)
- …The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to ... to reach your goals. EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice....global public firms, and middle-market companies, as well as high net worth individuals, family… more
- EY (New York, NY)
- …and experienced with varied and specialized facets of high - net worth taxation. Your key responsibilities A Services Manager in FSO EDGE Private ... provides comprehensive and specialized tax assistance tailored to the unique needs of the high - net worth tax industry. The team has a dedicated focus toward… more
- Baird (Scottsdale, AZ)
- …services industry! Baird's Financial Advisors provide advice, strategies, and solutions to high - net worth individuals and families across the United ... associates, and facilitate ongoing associate communication. The Branch Administrative Manager (BAM) establishes and implements branch procedures, and researches and… more
- Wells Fargo (Tampa, FL)
- …environment Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business Experience building ... placed into a branch. Successful completion of the Branch Manager Readiness program is a pre-requisite to transition into...this role you will: Coach, develop and build a high performing team to execute on business strategies, achieve… more
- Staff Financial Group (Buford, GA)
- …initiatives for a diverse client base, including closely held businesses and high - net - worth individuals. Key Responsibilities: *Review and manage complex ... Job Description Public Tax Manager , CPA - Path to Partnership Who: A...and develop junior staff *Manage client relationships and deliver high -quality service *Support business development and firm growth strategies… more
- Citigroup, Inc. (Flushing, NY)
- …team to meet the financial needs of our Affluent and High - Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial ... and family offices through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client and… more
- EisnerAmper LLP (Boston, MA)
- …The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to ... autonomy to reach your goals. EisnerAmper is seeking Tax Manager to join the Private Client Services (PCS) team....firms to middle-market companies, governmental entities as well as high - net - worth individuals, family offices, nonprofit… more
- Black Star Technology LLC (Acton, MA)
- …development Implement and maintain tax procedures, controls, and documentation Advise high - net - worth clients across various industries Stay current ... About the job Tax Manager - CPA or EA Bridgeport Financial Solutions...diverse client base, including individuals, businesses, and trusts, offering high -level tax expertise and personalized financial strategies. Key Responsibilities:… more
