High Net Worth Insurance Professional

We are seeking an experienced insurance professional to join our team in Los Angeles. As a Personal Lines Account Executive, you will be responsible for building and maintaining strong relationships with high-net-worth clients.The ideal candidate will have experience working with high-net-worth clients and a deep understanding of their unique needs. You will...

Key ResponsibilitiesThe successful candidate will be responsible for managing an established book of high net worth clients, including:Educating customers/clients on their policy coveragesCollaborating with Quality Managers to address any questions or discrepancies on customer accountsProactively soliciting increases in coverages for accounts at every...

High Net Worth Tax SpecialistWe are a relationship-oriented CPA firm established in 1995, specializing in high net worth individuals and closely held growing businesses in diverse fields such as real estate, services, retail, and wholesale trades.**Job Overview:**This is a fantastic opportunity to join our team as a High Net Worth Tax Specialist. In this...

Job OverviewWe are seeking an experienced and skilled High Net Worth Tax Advisor to join our Private Client Services team as a leadership role. The ideal candidate will have a strong background in tax consulting, excellent communication skills, and the ability to lead high-profile engagements.The successful candidate will be responsible for providing tax...

Keller Executive Search is seeking a skilled Tax Manager to join its dynamic team in Los Angeles. This hybrid position provides the unique opportunity to manage high-profile clients, including entrepreneurs, entertainment professionals, and high-net-worth individuals, while leading a dedicated team of tax professionals. The ideal candidate will have at...

We are seeking a highly skilled and experienced Associate, Business Management Services to join our team at Cresset Capital.About the RoleThis is an exciting opportunity for a motivated and detail-oriented individual to work with ultra-high net worth clients, providing exceptional administrative and private banking services. As a key member of our team, you...

**Job Title:** High-Net-Worth Estate Planning Attorney**Company Overview:** Top Tier Reps LLC is a prestigious global firm that provides high-caliber advice on wealth management for international families with diverse investments and global connections.**Estimated Salary:** $287,500 - $392,500 per year (salary range may vary based on experience)Our ideal...

About Us">We are a dynamic firm that is passionate about providing exceptional tax services to our clients. Our team of experienced professionals is dedicated to delivering innovative solutions that meet the complex needs of high-net-worth individuals and partnerships. ">Salary and Benefits">The successful candidate can expect a competitive salary of $80,000...

We are seeking a seasoned Personal Lines Insurance Professional to join our team at Insurance Search Specialists, where you will be responsible for managing high net worth client accounts. This is an excellent opportunity to advance your career in the insurance industry.The ideal candidate will have solid experience in personal lines insurance account...

About the RoleWe are seeking a Corporate Tax Manager to join our team in High Net Worth Individuals. This role is responsible for providing tax compliance and consulting services to high net worth clients.Key Responsibilities:Manage tax and consulting engagements, identifying client needs, tax planning, and consulting opportunities.Provide executive presence...

We are seeking a highly skilled High-Net-Worth Tax Associate to join our team at Jobot in Century City (Los Angeles), CA. As a key member of our tax department, you will work closely with high-end clients, providing expert tax services for real estate and entertainment industries.About the RoleWe are offering a competitive salary of $80,000 - $110,000 per...

About the Role We are seeking a seasoned Tax Partner or Senior Manager with a deep understanding of real estate and high net worth tax to join our team in Los Angeles. Our firm offers a European-style 4-day workweek, providing a great balance between work and personal life. With over 10 years of experience in public accounting, specializing in real estate...

Job Opportunity: Tax Expertise for HNWIsWe are a reputable CPA firm based in San Francisco, CA, with a focus on serving privately-held businesses and high-net-worth individuals.Our clients include influential leaders across various sectors such as technology, real estate, and investment.Key Responsibilities:Develop and implement effective tax strategies for...

Boutique West Hollywood law firm, JBA International, seeks an experienced associate attorney to join their team. As a leading family law firm, they represent high net worth individuals in various matters including divorce, paternity, and post-judgment modification cases involving spousal support, child custody, and property division.Job DescriptionThe ideal...

Role ResponsibilitiesThe Private Wealth Services Associate will be responsible for providing comprehensive support to high net worth clients, including assistance with client accounts and transactions, ensuring compliance and reporting, and providing operational and client support. The ideal candidate will have a bachelor's degree, FINRA registration (Series...

Company OverviewFisher Investments is a privately held, multi-billion-dollar global investment firm dedicated to putting clients first and bettering the investment universe. Our inclusive culture, learning and development framework, and Great Place to Work Certification make us an exceptional place to work.Salary: $100,000 – $0 base salary range with a...

Job DescriptionAs a Senior Tax Advisor, you will play a key role in leading our team of tax professionals to deliver top-notch tax solutions and advisory services to our high net worth clients.Key Responsibilities:Lead and mentor teams to deliver exceptional tax servicesDevelop and implement tax strategies to meet client needsManage client relationships and...

Tax Expert PositionWe are seeking a seasoned Senior Tax Accountant to enhance our tax services at Blue Signal, an award-winning executive search firm specializing in professional services. This role is integral to supporting complex tax processes and delivering precise, compliant, and timely filings for high-net-worth (HNW) clients.Key...

Job DescriptionThis is a unique opportunity to join a dynamic insurance brokerage firm as a Personal Lines insurance specialist. Our ideal candidate will have extensive experience working with high-net-worth clients, excellent communication skills, and a deep understanding of personal risk exposure.Key ResponsibilitiesClient Relationship Management: Build...

**Company Overview**Eide Bailly is a leading CPA and business advisory firm with a strong presence in the Midwest and western United States. With over 40 offices across 15 states, we offer our staff and partners opportunities to serve a variety of industries.We were founded in 1917 and pride ourselves on supporting our employees' goals and interests both in...