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Viewing 1 - 10 of 16 jobs

  • 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...

    7 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...

    29 days ago from SearchAccountingJobs

  • 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...

    29 days ago from SearchAccountingJobs

  • Senior Wealth Strategist - San Francisco CA - 10mm - 500mm+ level clientele

    California

    Work with HNW and UHNW clientele (10mm-500mm+) regarding sophisticated tax and estate planning strategies, comprehensive financial planning, charitable giving, business succession and wealth preservation. Extensive client contact. JD

    29 days ago from SearchAccountingJobs

  • Relationship Manager - Southeast Florida - 5mm-200mm level clientele

    Florida

    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...

    29 days ago from SearchAccountingJobs

  • Investment/Relationship Manager - Washington DC - 5mm-200mm level clientele

    Washington, DC

    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...

    29 days ago from SearchAccountingJobs

  • Wealth Strategist - Minnesota - 10mm - 50mm+ level clientele

    Minnesota

    Firm seeks Wealth Strategist to work with High Net Worth (HNW) clientele regarding sophisticated tax and estate planning strategies, comprehensive financial planning, charitable giving, wealth transfer, business succession and wealth...

    29 days ago from SearchAccountingJobs

  • Senior Wealth Planner - Los Angeles CA - 10mm-100mm level clientele

    California

    seeks Estate Planning Advisor in Los Angeles to work with HNW and UHNW clientele (10mm-100mm+) regarding sophisticated estate and tax planning strategies, wealth transfer, philanthropy, business succession, asset protection and...

    29 days ago from SearchAccountingJobs

  • Senior Vice President, Head of Sales Data Management

    New York City, NY

    distribution channels such as Intermediary, Institutional, HNW across all investment vehicles including Mutual Funds, UCITs, Managed/Separate accounts and Alternative Investments - Strong business intelligence analysis and project...

    29 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...

    29 days ago from SearchAccountingJobs

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