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Viewing 1 - 10 of 22 jobs

  • HNW Tax Senior or Manager - Los Angeles CA - 25mm-1b+ level clientele

    California

    Successful Wealth Management Firm seeks High Net Worth Tax Senior or Manager from public accounting to assist Senior Wealth Strategist with tax and estate planning, charitable giving, wealth transfer, and stock option strategies for UHNW...

    30+ days ago from SearchAccountingJobs

  • HNW Tax Manager

    Michael Page - New York City, NY

    igh net worth individual tax compliance ? Mentor and develop junior staff ? Liaise with clients and build long term business relationships ? Minimum 10 years experience ? Experience in HNW compliance and tax audits ? Managerial experience...

    30+ days ago from Michael Page

  • HNW Tax Senior or Manager - Atlanta GA - 25mm-1b+ level clientele

    Georgia

    Successful Wealth Management Firm seeks High Net Worth Tax Senior or Manager from public accounting to assist Senior Wealth Strategist with tax and estate planning, charitable giving, wealth transfer, and stock option strategies for UHNW...

    30+ days ago from SearchAccountingJobs

  • Tax Senior

    Fischer Global Solutions - San Francisco, CA

    Looking for Tax/Audit Senior's with experience with HNW, C&S Corps, partnerships, trust, and estates for a regional firm in San Francisco. There is lots of growth potential associated with this role with a growing regional firm with...

    1 day ago from Fischer Global Solutions, LLC

  • Tax Manager - High Net Worth

    Boutique Accounting Firm - New York City, NY

    NY, seeks a Tax Manager/Director for their High Net Worth (HNW) practice. In this role, you will be responsible for ... with income tax planning and compliance for HNW clients, particularly strong with trust, gift and...

    25 days ago from IvyExec

  • Senior Vice President, Head of Sales Data Management

    Provider of Financial Services For High Net Worth Individuals - New York City, NY

    channels such asIntermediary, Institutional,HNW across allinvestment vehicles includingMutual Funds, UCITs,Managed/Separate accounts andAlternative Investments- Strong business intelligenceanalysis and project managementskills.- Knowledge...

    3 days ago from IvyExec

  • Trust Portfolio Manager

    Leading Financial Services Firm - New York City, NY

    evaluating, monitoring and maintaining trust portfolios for HNW customers. Our client is an organization with a stellar reputation in the region as well as nationally. As such they are growing and need a star performer on their team. This...

    10 days ago from IvyExec

  • Wealth Management Relationship Manager

    Leading Mutual Fund and Financial Services Group - Boston, MA

    in developing and maintaining investment relationships with HNW investors;Poised seasoned team member with experience communicating factors impacting clients and the capital markets and the ability to present regular investment and status...

    3 days ago from IvyExec

  • Relationship Manager - Atlanta GA - 5mm-200mm level clientele

    Georgia

    Wealth Management Firm seeks Relationship Manager to lead HNW and UHNW client relationships and provide holistic, fee based investment advice. Requires excellent track record of closing new business among individual, family, foundation...

    30+ days ago from SearchAccountingJobs

  • Senior Private Client Advisor

    Diversified Financial Services Organization - Barrington, IL

    Knowledge: 10 years of experience in dealing with HNW clients and equivalent knowledge base. (i.e. CFP designation or intent to pursue, with experience as a practicing financial planner a plus) Bachelor s Degree Required. MBA, CPA, CTFA,...

    30+ days ago from IvyExec

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