High Net Worth Family Services Coordinator

Key ResponsibilitiesWe are seeking a highly skilled Tax Manager to join our team at Spartan Placements LLC. The ideal candidate will have expertise in reviewing complex Federal and multi-state tax returns for individuals, trusts, estates, non-profit organizations, and pass-through entities.Key Responsibilities:Review gift tax returnsReview quarterly and...

Job OverviewCriterion Executive Search is seeking a seasoned Personal Lines Account Manager to manage a high-net worth client book of business. The ideal candidate will have 3+ years of experience in handling complex client relationships and cross-selling relevant coverage. Key responsibilities include quoting and binding accounts, maintaining carrier...

Job SummaryA great opportunity to work with a growing Accounting Firm that offers multiple bonus's per year & flexible schedule. Our client, a long standing pillar of South Florida, has a reputation of taking care of their customers and their employees. They are currently seeking a Tax Manager to join their team.Key ResponsibilitiesOverseeing all aspects of...

Unlock Your Potential as a Tax ManagerA dynamic opportunity awaits at Jobot, a leading Accounting Firm with a strong reputation for delivering exceptional services in accounting and finance. Since 1978, we have been dedicated to taking care of our customers and employees, and we are now seeking a skilled Tax Manager to join our growing team.Key...

About the RoleWe are seeking a highly skilled Senior Tax Manager to join our Private Client Services group, specializing in UHNW clients. As a key member of our team, you will be responsible for providing exceptional tax compliance, estate planning, and wealth management services to our high-net-worth clients.Key ResponsibilitiesProvide expert tax compliance...

Job Title: Tax Manager - Private Client ServicesAbout the Role: We are seeking a highly skilled Tax Manager to join our team in Private Client Services. As a Tax Manager, you will be responsible for leading tax engagements, managing client relationships, and providing expert tax advice.Key Responsibilities:* Lead tax engagements for high net worth...

Job OpportunityWe are seeking a highly skilled Tax Senior Manager to join our team at Kaufman Rossin. As a key member of our tax practice, you will be responsible for leading our brand new West Palm Beach office and providing exceptional tax planning and compliance services to our high net worth and private equity clients.Key Responsibilities:Review and...

Oxford Financial Group, Ltd. is seeking a highly skilled Senior Client Relationship Specialist to join our team. This role is responsible for providing exceptional client experiences to ultra-high-net-worth individuals and families.The ideal candidate will have a strong background in client service, with a minimum of three years of experience working with...

About the Role:We're seeking a skilled .NET developer to join our client's team in the United States. As a key member of the team, you will be responsible for designing, developing, and maintaining scalable software solutions using .NET, Rabbit MQ, and AWS. Key Responsibilities:Design and develop high-quality software solutions using .NET and AWS.Collaborate...

Job Title: Customer Account CoordinatorAbout the Company:Our client is a luxury vehicle transport company that specializes in providing seamless service for highline and exotic car shipments. They pride themselves on ensuring a smooth experience from start to finish for their clients.Job Overview for Customer Account CoordinatorThis role will support the...

Specialized Tax Services for Affluent ClientsThis role is integral to a thriving CPA firm that focuses on delivering tailored solutions for high-net-worth clients and their financial needs. Our dedicated team is committed to providing exceptional service and supporting clients in reaching their financial goals. The position emphasizes a comprehensive suite...

Top-Tier Family Office is seeking a highly skilled and experienced Executive Assistant to support their CEO in West Palm Beach, Florida.About the Role:Provide exceptional administrative support to the CEO, including managing calendars, scheduling appointments, and organizing meetings.Handle all logistics related to the CEO, interacting with leadership and...

About the RoleEisnerAmper is seeking a highly skilled Tax Senior Manager to join our Private Client Services (PCS) practice. As a key member of our team, you will be responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services...

About the RoleWe are seeking a highly skilled and experienced Private Banking Relationship Manager to join our team at First Horizon Bank. As a key member of our Private Banking team, you will be responsible for building and maintaining relationships with high net worth individuals and businesses, providing them with tailored financial solutions and advice...

Job SummaryWe are seeking an experienced Concierge Patient Care Coordinator to join our team in the Miami Beach area. This role involves interacting with and caring for an elite clientele, from celebrities to high-net-worth individuals, and demands a high sense of professionalism and discretion.Key ResponsibilitiesProvide exceptional patient care and support...

Job Title: AV Integration SpecialistAmplify People is seeking a skilled AV Integration Specialist to lead high-end AV installations, programming, and service calls. This role involves working with sophisticated systems like Crestron, Savant, and Control4.Key Responsibilities:Lead complex AV installations, including system programming, troubleshooting, and...

Senior Tax Manager OpportunityWe are seeking a highly skilled and experienced Senior Tax Manager to join our team at Spartan Placements LLC. As a Senior Tax Manager, you will be responsible for reviewing complex Federal and multi-state tax returns, as well as providing tax planning and consulting services to our clients.Key Responsibilities:Review and...

About the Role:Alpert Jewish Family Service (Alpert JFS) is seeking a Mental Health Therapist to provide direct service for one of our partner agencies (ARC) focusing on clients with developmental and intellectual disabilities.The Mental Health Therapist will be located at one of our two campus locations within Palm Beach County.Key Responsibilities:Identify...

We are seeking a highly organized and detail-oriented part-time personal assistant to support our founder, a successful real estate investor, artist, and owner of a design boutique.The ideal candidate will have a BA/BS, minimum 5 years' experience as an assistant or equivalent, and familiarity with high-net-worth clientele.Responsibilities include:Managing...

Job Title: Lead AV TechnicianWe are seeking a skilled Lead AV Technician to join our team at Amplify People. As a key member of our team, you will be responsible for managing high-end AV installations, programming, and service calls.Key Responsibilities:Lead complex AV installations, including system programming, troubleshooting, and quality controlWork...